FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Riverside: Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Riverside when running and documenting remote interviews or small group conversations 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.
Browser-based podcast and video recording studio with AI transcription, captions, and text-based editing that also handles interviews and remote meetings.
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
Riverside is a web-based recording and editing studio built primarily for podcasters and video creators, with capabilities that extend to remote interviews and meetings. Participants join through a browser link without signing up, and Riverside records each person's audio and video locally on their own device before uploading the high-quality files after the session, which avoids the compression and dropout problems of standard video-call recording. Once a session is recorded or an existing file is uploaded, Riverside automatically generates a transcript using AI speech recognition, detects and labels separate speakers, and supports transcription across more than 100 languages. The transcript can be downloaded as plain text or as SRT/VTT caption files, and it powers text-based editing, where users trim or rearrange the recording by editing the transcript rather than a waveform. Riverside also offers AI clip generation for short-form social video and a teleprompter. It is aimed at podcasters, content creators, marketing teams, and anyone running recorded interviews or small group conversations that need clean transcripts and captions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Riverside is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Riverside |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI-generated transcripts with automatic speaker detection and labeling |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription support across more than 100 languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Caption and subtitle export in SRT and VTT formats |
| Integrations | Mobile app for capturing in-person meetings | Text-based editing that lets users cut and rearrange recordings by editing the transcript |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Local high-quality recording of each participant's audio and video track |
| Best-fit workflow | Client mood and sentiment insights | AI clip generation for short-form social video |
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.
Riverside
Choose Riverside if you need transcribing and captioning recorded podcast episodes and video interviews — strengths include records each participant locally, producing cleaner audio and video than typical call recording.
FinMate AI
Riverside
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Riverside is strong for transcribing and captioning recorded podcast episodes and video interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Riverside is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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