FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ScriptMe: Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings. 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 ScriptMe when creating subtitled videos from webinars and meeting recordings 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.
Automatic transcription and subtitling tool that processes Zoom, Teams, and GoTo Meeting recordings.
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
ScriptMe is an automatic transcription and subtitling tool that turns audio and video recordings into editable text, with particular support for meeting recordings. Users can upload files exported from platforms such as Zoom, Microsoft Teams, and GoTo Meeting, and ScriptMe produces a full written transcript that can be edited, shared, or downloaded. The service emphasizes fast processing, completing transcription of meeting recordings well ahead of real time, and it can translate transcripts into many languages so teams can work across language barriers. Beyond plain transcripts, ScriptMe lets users convert transcriptions into subtitles with customizable settings and export a video with the subtitles burned in, which is useful for repurposing recorded meetings, webinars, and other content. Collaboration features allow a project to be shared with teammates so that proofreading and editing can be delegated or done together. ScriptMe highlights privacy and security protections for uploaded media and transcripts, and it offers a limited free tier for short recordings. It is aimed at individuals and teams who need a straightforward, upload-based way to transcribe and subtitle meeting recordings and other media. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ScriptMe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ScriptMe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of uploaded meeting recordings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Support for Zoom, Microsoft Teams, and GoTo Meeting recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Subtitle creation with customizable settings and video export |
| Integrations | Mobile app for capturing in-person meetings | Translation of transcripts into many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Collaborative editing and project sharing |
| Best-fit workflow | Client mood and sentiment insights | Built-in transcript editor |
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.
ScriptMe
Choose ScriptMe if you need transcribing and subtitling recorded zoom, teams, or goto meetings — strengths include simple upload-based workflow for meeting recordings.
FinMate AI
ScriptMe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ScriptMe is strong for transcribing and subtitling recorded zoom, teams, or goto meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ScriptMe 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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