FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scrib: India-built AI transcription tool for 22 Indian languages plus global languages, with speaker labels, summaries, and meeting-bot capture for Zoom, Meet, and Teams. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Scrib when producing transcripts and subtitles for interviews, podcasts, and recorded sessions in indian languages 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.
India-built AI transcription tool for 22 Indian languages plus global languages, with speaker labels, summaries, and meeting-bot capture for Zoom, Meet, and Teams.
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
Scrib is an India-based AI transcription platform (its site states it is "Made with love in India") focused on converting speech to text across Indian and global languages. It supports 22 Indian languages including Hindi, Tamil, Telugu, Bengali, Gujarati, Kannada, Malayalam, Marathi, Punjabi, Urdu, Nepali, Odia, Assamese, and others, alongside 19 global languages, and it is designed to handle code-switching such as Hindi-English (Hinglish) speech within a single recording. Users can transcribe in several ways: uploading audio and video files (MP3, MP4, WAV, M4A, WEBM), recording live from a microphone, pasting links from sources like YouTube, Loom, Google Drive, and Dropbox, or using a meeting bot that joins Zoom, Google Meet, and Microsoft Teams calls to capture and transcribe conversations automatically. Beyond raw transcripts, Scrib offers automatic speaker recognition with per-speaker labels and timelines, AI-generated summaries, chapters, key insights, and action items, plus inline editing with click-to-seek playback. Transcripts can be exported to TXT, SRT, VTT, JSON, DOCX, and PDF. The platform includes a free monthly tier and paid plans, and stores audio encrypted on Cloudflare R2. The site is live and operating, citing hundreds of thousands of hours transcribed. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scrib is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scrib |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcription across 22 Indian languages plus 19 global languages, with Hindi-English code-switching support |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multiple capture methods: file upload, live microphone recording, link pasting (YouTube, Loom, Drive, Dropbox), and a meeting bot |
| Team usage | Recording and transcription of phone calls and in-person meetings | Meeting bot that joins Zoom, Google Meet, and Microsoft Teams to transcribe calls automatically |
| Integrations | Mobile app for capturing in-person meetings | Automatic speaker recognition with per-speaker labels and timelines |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI-generated summaries, chapters, key insights, and action items |
| Best-fit workflow | Client mood and sentiment insights | Inline transcript editing with click-to-seek playback |
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.
Scrib
Choose Scrib if you need transcribing multilingual or hinglish team meetings captured live or via the zoom/meet/teams bot — strengths include strong coverage of indian languages and hinglish code-switching that many global tools handle less reliably.
FinMate AI
Scrib
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scrib is strong for transcribing multilingual or hinglish team meetings captured live or via the zoom/meet/teams bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scrib 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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