FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scribbl: Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call. 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 Scribbl when generating summaries and action items after meetings 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.
Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call.
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
Scribbl is an AI meeting note taker delivered as a Chrome extension that records and transcribes calls and generates summaries with action items, without sending a separate bot participant into the meeting. Instead of a visible bot joining the call, Scribbl captures the audio and video through the browser, transcribes the conversation, and then produces an AI summary highlighting key points and decisions. It combines the recording, transcript, and AI output so users can search back through a meeting to find specific moments. The tool supports a large set of languages for transcription and is built to work within the user's existing browser-based meeting workflow. Its primary supported platform is Google Meet, with additional conferencing platforms indicated as part of its roadmap. Scribbl is aimed at professionals and teams who want lightweight, bot-free meeting notes directly from the browser, including people who prefer not to have an extra participant appear in their calls while still keeping searchable records of what was discussed. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scribbl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scribbl |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome extension that records and transcribes meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot-free capture directly through the browser |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries with key points and action items |
| Integrations | Mobile app for capturing in-person meetings | Searchable combination of video, transcript, and notes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for many transcription languages |
| Best-fit workflow | Client mood and sentiment insights | Chrome extension that records and transcribes meetings |
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.
Scribbl
Choose Scribbl if you need taking bot-free notes during google meet calls — strengths include captures meetings without adding a visible bot participant.
FinMate AI
Scribbl
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scribbl is strong for taking bot-free notes during google meet calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scribbl 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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