FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scriber GPT: AI audio and video transcription tool for meetings, interviews, and webinars with speaker detection and subtitle export. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Scriber GPT when producing subtitles from webinar and meeting 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.
AI audio and video transcription tool for meetings, interviews, and webinars with speaker detection and subtitle export.
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
Scriber GPT is an AI-powered transcription service that turns audio and video files into text, built on Whisper-based speech recognition. It accepts common formats such as MP3, MP4, WAV, and M4A and is positioned for transcribing podcasts, interviews, meetings, lectures, webinars, voice notes, and YouTube videos. The platform offers speaker diarization that distinguishes between multiple speakers and labels them, along with timestamps to make transcripts easier to read, edit, and share. Finished transcripts can be exported to PDF, DOCX, TXT, and the SRT subtitle format, and after transcription users can translate content into other languages while preserving speaker labels and timestamps, with exports available as TXT, SRT, VTT, DOCX, or PDF. Scriber GPT supports a large number of languages and maintains dedicated workflows for specific use cases including interviews, webinars, and professional sectors. The service offers a free tier with a limited number of minutes and paid options for higher volume and additional workflow tools, and it is presented as an actively operating product. It targets researchers, journalists, content creators, and professionals who need accurate, captionable 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); Scriber GPT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scriber GPT |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription for audio and video across many file formats |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker diarization with labeled speakers and timestamps |
| Team usage | Recording and transcription of phone calls and in-person meetings | Subtitle export in SRT plus PDF, DOCX, and TXT |
| Integrations | Mobile app for capturing in-person meetings | Translation of transcripts while preserving speaker labels and timestamps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Dedicated interview and webinar transcription workflows |
| Best-fit workflow | Client mood and sentiment insights | Support for 90+ languages |
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.
Scriber GPT
Choose Scriber GPT if you need transcribing job and research interviews with labeled speakers — strengths include covers meetings, interviews, and webinars with speaker-labeled output.
FinMate AI
Scriber GPT
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scriber GPT is strong for transcribing job and research interviews with labeled speakers. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scriber GPT 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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