FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Otolio: Japanese AI meeting-minutes service (formerly Smart Scribe) that transcribes and automates the full minutes workflow for businesses. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Otolio when sales teams preparing for and following up on client meetings matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Japanese AI meeting-minutes service (formerly Smart Scribe) that transcribes and automates the full minutes workflow for businesses.
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
Otolio, formerly known as Smart Scribe (スマート書記), is a Japanese AI meeting-minutes service operated by Epicbase, Inc. It is designed for corporate use and automates the entire meeting documentation process rather than only producing a transcript. Users can record in-person meetings or capture audio from web conferencing tools, after which Otolio automatically transcribes the audio and generates summarized, cleaned-up minutes. Features include speaker visualization, registration of specialized terminology for improved accuracy on industry-specific vocabulary, and filler-word removal. The platform organizes recording, transcription, minutes generation, and follow-up tasks within a single interface, and offers specialized agents oriented toward meeting minutes and toward sales preparation and follow-up. Security is positioned as a core concern for Japanese enterprises: Otolio is ISO 27001 certified, uses encryption, and states that it does not perform unauthorized machine learning on user data. A mobile app supports transcription, audio playback, and file upload. Otolio is aimed at Japanese organizations that hold frequent internal meetings, sales calls, one-on-ones, and executive sessions and want to reduce the administrative burden of writing minutes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Otolio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Otolio |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of in-person and web-conference audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summarization and cleanup of meeting minutes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker visualization and specialized terminology registration |
| Integrations | Mobile app for capturing in-person meetings | Filler-word removal for cleaner transcripts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Dedicated minutes and sales agents in one interface |
| Best-fit workflow | Client mood and sentiment insights | Mobile app for transcription, playback, and file upload |
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.
Otolio
Choose Otolio if you need japanese companies automating internal meeting minutes — strengths include built for the japanese market with strong handling of japanese minutes workflows.
FinMate AI
Otolio
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Otolio is strong for japanese companies automating internal meeting minutes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Otolio is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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