FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. PrismaScribe: AI transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and PrismaScribe when generating subtitles from meeting or lecture recordings 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.
AI transcription tool that converts interviews, meetings, podcasts and lectures into text with multi-speaker labeling and many export formats.
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
PrismaScribe is an AI transcription platform that converts uploaded audio and video files into text. It is designed to handle a range of source material including interviews, meetings, podcasts and lectures, and processes recordings faster than real time so users can get transcripts back quickly. The service supports transcription and translation across a large number of languages with automatic language detection and code-switching, which makes it useful for multilingual interviews and research recordings. PrismaScribe applies speaker identification to distinguish multiple participants in a recording and labels each speaker in the transcript, and it accepts many common audio and video formats. Finished transcripts can be exported in several formats including plain text, SRT and VTT subtitle files, PDF, Word and Markdown, so the output can flow into subtitling, documentation or qualitative analysis workflows. The product positions itself toward creators, journalists, researchers and professionals such as podcasters, media organizations and universities. PrismaScribe focuses on transcribing recorded files rather than providing a live in-meeting bot, making it well suited to teams that need accurate, multi-speaker transcripts of conversations they have already captured. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); PrismaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | PrismaScribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of uploaded audio and video files |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification and labeling for multiple speakers |
| Team usage | Recording and transcription of phone calls and in-person meetings | Transcription and translation across many languages with auto-detection |
| Integrations | Mobile app for capturing in-person meetings | Support for a wide range of audio and video formats |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Faster-than-real-time processing speed |
| Best-fit workflow | Client mood and sentiment insights | Export to TXT, SRT, VTT, PDF, Word and Markdown |
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.
PrismaScribe
Choose PrismaScribe if you need transcribing research and journalistic interviews with multiple speakers — strengths include strong multi-speaker and multilingual handling for research-style recordings.
FinMate AI
PrismaScribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while PrismaScribe is strong for transcribing research and journalistic interviews with multiple speakers. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and PrismaScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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