FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scriptli: Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts. 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 Scriptli when generating shareable meeting notes with actions and decisions from audio matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Swiss AI transcription tool specialising in Swiss German audio, with output formats including meeting notes, summaries and verbatim transcripts.
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
Scriptli is a Swiss AI transcription platform that specialises in converting Swiss German audio into Standard German text, while also handling other languages. Built and hosted with a Swiss orientation (its site is marked "Made in Switzerland"), it targets a gap that many international tools handle poorly: the many regional Swiss German dialects such as Zurituutsch, Barndutsch and Baseldytsch. Users upload audio files in common formats such as MP3, WAV, AAC, FLAC and M4A, or record directly in the browser, and Scriptli returns text in a choice of output styles. These include structured paragraphs with headings, concise summaries, word-for-word verbatim, interview-style speaker dialogue, a dedicated meeting-notes format that captures actions and decisions, and a to-do list view. Results can be exported to Word, PDF or plain text. The vendor states accuracy of roughly 89-94% on clear audio and additionally offers a professional manual transcription service for higher-accuracy needs. Pricing is credit-based with a small free monthly allowance, avoiding mandatory subscriptions. As of 2025/2026 the official website at scriptli.ch resolves to a live, actively maintained product. It is well suited to Swiss professionals who need accurate transcription and meeting notes from dialect audio. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scriptli is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scriptli |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Swiss German dialect transcription into Standard German text |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Meeting-notes output format capturing actions and decisions |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multiple output styles: structured, summary, verbatim, interview, to-do list |
| Integrations | Mobile app for capturing in-person meetings | Browser-based audio recording plus upload of common audio formats |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Export to Word, PDF or TXT |
| Best-fit workflow | Client mood and sentiment insights | Optional professional manual transcription service for higher accuracy |
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.
Scriptli
Choose Scriptli if you need transcribing recorded swiss german meetings or interviews into german text — strengths include specialised handling of hard-to-transcribe swiss german dialects.
FinMate AI
Scriptli
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scriptli is strong for transcribing recorded swiss german meetings or interviews into german text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scriptli 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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