FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SmartDepo: AI deposition summary platform for litigators that produces cited summaries with page-line citations. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SmartDepo when extracting key admissions from testimony for case preparation 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.
AI deposition summary platform for litigators that produces cited summaries with page-line citations.
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
SmartDepo is an AI-powered deposition summary platform built for litigation attorneys that analyzes deposition transcripts and generates comprehensive summaries with precise citations. It offers several summary products, including page/line summaries, key admissions analysis, deposition abstracts, and deposition memos, allowing legal teams to choose the format that fits a given task. SmartDepo emphasizes accurate page-line citations that can be carried directly into court filings, and it uses topic detection to organize information in a way that mirrors how attorneys structure case materials. The platform is designed to analyze entire transcripts without omissions and pairs its AI output with human review by legal professionals, and it reports producing summaries within minutes. SmartDepo is part of Rev, a speech-to-text company, which provides established backing for its operations. Because it is focused specifically on deposition summarization rather than general meeting notes, it is most useful to litigators, paralegals, and litigation support staff who need to quickly extract admissions, build chronologies of testimony, and prepare filings from lengthy deposition records. Its citation-first approach is tailored to the accuracy and traceability demands of legal work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SmartDepo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SmartDepo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI deposition summaries with page-line citations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multiple summary formats: page/line summaries, key admissions, abstracts, and memos |
| Team usage | Recording and transcription of phone calls and in-person meetings | Topic detection that organizes content like attorney case materials |
| Integrations | Mobile app for capturing in-person meetings | Full-transcript analysis without omissions |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Human review of AI-generated summaries by legal professionals |
| Best-fit workflow | Client mood and sentiment insights | Fast turnaround, with summaries produced in minutes |
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.
SmartDepo
Choose SmartDepo if you need generating cited page-line summaries of deposition transcripts — strengths include citation-focused output suitable for court filings.
FinMate AI
SmartDepo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SmartDepo is strong for generating cited page-line summaries of deposition transcripts. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SmartDepo 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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