FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Soniox: Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps. 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 Soniox when building voice agents and dictation features into apps 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.
Multilingual speech AI platform offering real-time and async speech-to-text and translation APIs for meetings and voice apps.
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
Soniox is a multilingual speech AI platform that provides speech-to-text, translation, and text-to-speech APIs aimed at developers building voice-enabled applications, including meeting transcription, voice agents, dictation, and call-center tools. Its speech recognition supports real-time streaming with low latency as well as asynchronous processing of recorded files, and it covers a broad set of languages with the ability to handle conversations where speakers switch languages mid-sentence. For meeting and multi-party scenarios, Soniox offers speaker separation so transcripts can attribute speech to individual participants, along with handling of names, alphanumerics, and domain-specific terms. The platform also includes real-time speech translation across many language pairs, which is useful for international calls and meetings. Soniox markets enterprise-grade compliance, including SOC 2 Type 2, ISO 27001, HIPAA, and GDPR, and offers multi-region deployment with data-residency options and a privacy-oriented architecture where audio is processed in real time. Because it is delivered as APIs and SDKs, organizations typically embed Soniox into their own products rather than using it as a standalone meeting application. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Soniox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Soniox |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time and asynchronous speech-to-text APIs |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker separation for multi-participant conversations |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time speech translation across many language pairs |
| Integrations | Mobile app for capturing in-person meetings | Code-switching support for mid-sentence language changes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Web and server SDKs for browser and backend integration |
| Best-fit workflow | Client mood and sentiment insights | Enterprise compliance with SOC 2, ISO 27001, HIPAA, and GDPR |
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.
Soniox
Choose Soniox if you need transcribing multilingual meetings and calls in real time — strengths include strong multilingual and translation capabilities for global meetings.
FinMate AI
Soniox
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Soniox is strong for transcribing multilingual meetings and calls in real time. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Soniox 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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