FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Senstone: Senstone (Scripter) is a wearable voice-recorder pendant/clip with a companion app that transcribes spoken notes into text, summarizes them, and syncs them to your phone. 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 Senstone when dictating notes and reminders hands-free for busy professionals and students 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.
Senstone (Scripter) is a wearable voice-recorder pendant/clip with a companion app that transcribes spoken notes into text, summarizes them, and syncs them to your phone.
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
Senstone, currently sold as the Scripter, is a wearable voice assistant: a small device worn as a clip or pendant that lets you capture spoken notes, ideas, and dictations hands-free without reaching for your phone. Pressing the device records your voice, which its companion app then transcribes into text, organizes, stores, and lets you share. The platform handles voice-to-text in 12+ languages, including English, French, German, Arabic, and Ukrainian, and uses AI to clean up transcripts with punctuation and titling. Beyond plain transcription, the app generates summaries and action items, recognizes keywords, and can create lists and reminders via hashtags. The device syncs continuously with your smartphone and stores recordings locally when out of range, and notes can be shared to apps like Gmail. It is aimed at professionals, students, writers, and anyone who wants to capture thoughts on the move and turn them into searchable text. Senstone positions Scripter as an on-demand, pick-and-choose alternative to always-on life-logging wearables, emphasizing long battery life and selective recording.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Senstone is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Senstone |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Wearable clip/pendant device for hands-free voice capture |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Voice-to-text transcription in 12+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries and action items from notes |
| Integrations | Mobile app for capturing in-person meetings | Keyword recognition with lists and reminders via hashtags |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Continuous sync to companion app with offline on-device storage |
| Best-fit workflow | Client mood and sentiment insights | Sharing of text and audio notes to apps like Gmail |
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.
Senstone
Choose Senstone if you need capturing ideas, to-dos, and voice memos on the go and converting them to text — strengths include hands-free, always-on-you capture without pulling out a phone.
FinMate AI
Senstone
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Senstone is strong for capturing ideas, to-dos, and voice memos on the go and converting them to text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Senstone 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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