FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. LexiTranscript: Taiwan-made AI speech-to-text tool from TaiLexi AI optimized for Traditional Chinese, with meeting transcription and summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and LexiTranscript when transcribing interviews, lectures, and study sessions matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Taiwan-made AI speech-to-text tool from TaiLexi AI optimized for Traditional Chinese, with meeting transcription and summaries.
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
LexiTranscript is an AI speech-to-text and transcription tool developed by TaiLexi AI, a Taiwan-based legal AI team, and is offered through its online transcription product. It is optimized for the Taiwan market and Traditional Chinese, and is built to handle mixed Chinese-and-English sentences and Taiwanese-accented speech, with the company stating high recognition accuracy even in the presence of background noise. The tool converts uploaded audio and video into text quickly, supports common video formats such as MP4, MOV, AVI, and WebM, and provides speaker identification for multi-person recordings such as meetings and interviews. Beyond raw transcription it offers AI-assisted proofreading that removes filler words and corrects phrasing, automatic personal-data masking, and recognition of legal terminology, reflecting its origins as a legal-focused team, along with AI-generated summaries of transcripts. For privacy, LexiTranscript follows a delete-after-processing policy in which audio files are not retained on its servers or used to train models after transcription completes. It provides daily free credits without requiring a complex account or credit card, positioning itself as a cost-effective Traditional Chinese transcription option for meetings, interviews, lectures, and legal work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); LexiTranscript is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | LexiTranscript |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI speech-to-text optimized for Traditional Chinese and Taiwanese-accented speech |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Handling of mixed Chinese-and-English audio |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker identification for multi-person recordings |
| Integrations | Mobile app for capturing in-person meetings | AI proofreading that removes filler words and corrects phrasing |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic personal-data masking and legal-terminology recognition |
| Best-fit workflow | Client mood and sentiment insights | AI-generated summaries of transcripts |
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
LexiTranscript
Choose LexiTranscript if you need producing traditional chinese transcripts and summaries of meetings — strengths include strong traditional chinese and taiwan-accent recognition.
FinMate AI
LexiTranscript
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while LexiTranscript is strong for producing traditional chinese transcripts and summaries of meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and LexiTranscript is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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