FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SoundType AI: SoundType AI is an AI audio and video transcription platform that converts recordings into text with speaker identification, AI summaries, and an interactive chat to query the content. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SoundType AI when producing labeled transcripts of interviews and podcasts for content creation matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
SoundType AI is an AI audio and video transcription platform that converts recordings into text with speaker identification, AI summaries, and an interactive chat to query the content.
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
SoundType AI is an AI-powered transcription platform that converts audio and video recordings into searchable, editable text. It is built for professionals, content creators, students, and researchers handling meetings, interviews, lectures, and podcasts. Users upload common audio formats such as MP3, WAV, M4A, and WMA, and the service transcribes them while automatically identifying and tagging different speakers (speaker diarization) to produce structured, easy-to-follow transcripts. Beyond plain transcription, it generates AI summaries that condense long recordings into key points and highlights, and offers an interactive "chat with your audio" feature that lets users ask questions about a recording and receive answers drawn from the transcribed content. SoundType AI advertises support for over 90 languages and dialects and lets users export transcripts as TXT, SRT, PDF, and DOCX files. It is available across the web, iOS, and Android, with synced access. The product distinguishes itself by combining accurate multilingual transcription with summarization and conversational querying of recordings in one tool.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SoundType AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SoundType AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Audio and video transcription supporting MP3, WAV, M4A, and WMA files |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic speaker identification (diarization) that tags different speakers |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries condensing transcripts into key points and highlights |
| Integrations | Mobile app for capturing in-person meetings | Interactive chat to ask questions and get answers from recorded content |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for over 90 languages and dialects |
| Best-fit workflow | Client mood and sentiment insights | Export to TXT, SRT, PDF, and DOCX formats |
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.
SoundType AI
Choose SoundType AI if you need transcribing and summarizing team meetings and capturing action items — strengths include combines transcription, speaker labeling, ai summaries, and chat-with-audio in one tool.
FinMate AI
SoundType AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SoundType AI is strong for transcribing and summarizing team meetings and capturing action items. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SoundType AI 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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