FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Reduct: Transcription and text-based video editing platform that can capture live Zoom, Google Meet, and Teams calls and make hours of recordings searchable by text. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Reduct when reviewing and pulling quotes from qualitative research and ux interview 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.
Transcription and text-based video editing platform that can capture live Zoom, Google Meet, and Teams calls and make hours of recordings searchable by text.
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
Reduct is a transcription and collaborative video platform built around the idea of working with audio and video as searchable text. It transcribes large volumes of recordings and lets teams find, annotate, highlight, redact, edit, and share specific moments by interacting with the transcript rather than scrubbing through a timeline, an approach the company describes as a kind of find-in-page search for video. Reduct's Live Capture feature can join Zoom, Google Meet, and Microsoft Teams calls when a meeting link is provided, recording and transcribing the conversation so that meetings, interviews, and research sessions become text that the whole team can search and reference. The platform includes a text-based video editor, translation, and redaction tools for sensitive content. Reduct is used by qualitative and UX researchers, legal and public-defense teams, film and production groups, marketers, and educators who need to review long recordings, pull out quotes and clips, and collaborate on the contents of interviews and meetings. It is positioned for teams handling substantial amounts of recorded conversation rather than individual quick transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Reduct is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Reduct |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcription of large volumes of audio and video into searchable text |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Live Capture that joins and records Zoom, Google Meet, and Microsoft Teams calls |
| Team usage | Recording and transcription of phone calls and in-person meetings | Text-based video editing by selecting and cutting transcript text |
| Integrations | Mobile app for capturing in-person meetings | Annotation, highlighting, and clip-sharing tools for collaboration |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Redaction tools for removing sensitive content from recordings |
| Best-fit workflow | Client mood and sentiment insights | Translation 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.
Reduct
Choose Reduct if you need capturing and transcribing live zoom, meet, or teams meetings and interviews — strengths include makes long recordings navigable by searching and editing transcript text.
FinMate AI
Reduct
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Reduct is strong for capturing and transcribing live zoom, meet, or teams meetings and interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Reduct 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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