FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Skribe: Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony. 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 Skribe when searching and reviewing testimony to find and clip key moments 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.
Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony.
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
Skribe is a digital reporting and deposition intelligence platform built for litigation teams as an alternative to traditional stenographic court reporting. It captures depositions and sworn proceedings through three methods: Skribe Live, which hosts depositions over Zoom; Skribe Link, a branded recording bot that captures Zoom proceedings even when you are not the host; and Skribe Library, which lets users upload existing audio or video files. Transcription uses automated speech recognition to produce a rough, video-synced draft within minutes, after which professional transcriptionists proofread and correct the text, with human-verified final transcripts delivered in roughly five to seven days. The platform pairs video with searchable transcripts, supports keyword search to locate exact moments, and lets users create and share video clips that play in a browser. It is aimed at attorneys, law firms, and litigation teams conducting depositions and examinations under oath, and is positioned as a more affordable, faster option than conventional court reporting services.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Skribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Skribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Skribe Live for hosting depositions over Zoom |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Skribe Link branded bot to record Zoom proceedings without being host |
| Team usage | Recording and transcription of phone calls and in-person meetings | Skribe Library for uploading existing audio and video files |
| Integrations | Mobile app for capturing in-person meetings | AI (ASR) rough transcript generated within minutes, then human-proofread final transcript |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Video-synced transcripts with keyword search to find exact moments |
| Best-fit workflow | Client mood and sentiment insights | Self-service video clip creation and browser-based sharing |
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.
Skribe
Choose Skribe if you need recording and transcribing remote or in-person legal depositions — strengths include faster and more affordable than traditional stenographic court reporting.
FinMate AI
Skribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Skribe is strong for recording and transcribing remote or in-person legal depositions. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Skribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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