FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Simon Says: AI transcription, captioning, and translation built for professional video and audio workflows. 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 Simon Says when translating subtitles for international distribution matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI transcription, captioning, and translation built for professional video and audio workflows.
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
Simon Says is an AI transcription, captioning, and translation platform built for professional audio and video production workflows. Users upload audio or video and Simon Says transcribes the speech into text, with speaker identification to separate dialogue, and can generate subtitles and captions using built-in visual editing tools. The platform supports transcription and translation across roughly a hundred languages, making it useful for international distribution and localization. A defining characteristic is its focus on production environments: Simon Says integrates with industry-standard editing software such as Final Cut Pro, Adobe Premiere Pro, DaVinci Resolve, and Avid, so transcripts and captions can move directly into editing timelines. This positions it as a transcription and captioning layer for video editors, producers, post-production teams, and content creators rather than a meeting note-taker. It is aimed at professionals who need accurate, editable transcripts and subtitles that fit into established editing pipelines, as well as researchers and creators who need reliable speech-to-text and multilingual captioning. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Simon Says is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Simon Says |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription with speaker identification |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Subtitle and caption generation with visual editing |
| Team usage | Recording and transcription of phone calls and in-person meetings | Translation across many languages |
| Integrations | Mobile app for capturing in-person meetings | Integrations with Final Cut Pro, Premiere Pro, DaVinci Resolve, and Avid |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for professional audio and video formats |
| Best-fit workflow | Client mood and sentiment insights | AI transcription with speaker identification |
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.
Simon Says
Choose Simon Says if you need transcribing and captioning footage for video editing projects — strengths include integrates directly with professional video editing software.
FinMate AI
Simon Says
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Simon Says is strong for transcribing and captioning footage for video editing projects. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Simon Says 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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