FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ScribeBuddy: AI transcription and subtitle tool that converts audio and video to text, generates subtitles, and translates across many languages. 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 ScribeBuddy when generating multilingual subtitles for podcasts and video content 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.
AI transcription and subtitle tool that converts audio and video to text, generates subtitles, and translates across many languages.
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
ScribeBuddy is an AI-powered transcription platform that converts audio and video content into text and subtitles across more than one hundred languages. Users upload recordings or capture live speech, and ScribeBuddy returns a transcript with speaker recognition and timestamps, which can then be summarized, translated, or turned into subtitle files for accessibility and wider reach. The service is positioned for a broad range of source material, including video files, podcasts, meetings and interviews, lectures, voice memos, and YouTube videos, making it relevant to creators as well as professionals who need records of conversations. Beyond core transcription, ScribeBuddy offers AI summaries that distill key information from a recording, real-time live transcription, and translation into a large set of languages so the same content can be repurposed for international audiences. It is available across platforms including iPhone, Android, Mac, and Windows. ScribeBuddy provides a free option for short files alongside pay-as-you-go and paid plans, lowering the barrier for individuals to try the tool before committing while still scaling to larger transcription and subtitling workloads for teams handling meetings, interviews, and media content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ScribeBuddy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ScribeBuddy |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of audio and video with speaker recognition and timestamps |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Subtitle generation for accessibility and content repurposing |
| Team usage | Recording and transcription of phone calls and in-person meetings | Translation across a large set of languages |
| Integrations | Mobile app for capturing in-person meetings | AI summaries that distill key information from recordings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Real-time live transcription of speech |
| Best-fit workflow | Client mood and sentiment insights | Cross-platform availability on iPhone, Android, Mac, and Windows |
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.
ScribeBuddy
Choose ScribeBuddy if you need transcribing meetings and interviews into searchable text — strengths include handles meetings, interviews, podcasts, and lectures in one tool.
FinMate AI
ScribeBuddy
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ScribeBuddy is strong for transcribing meetings and interviews into searchable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ScribeBuddy 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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