FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Speak: Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis. 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 Speak when analyzing customer interviews and research calls for themes and sentiment 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.
Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis.
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
Speak (Speak AI) is a transcription and conversation-intelligence platform that turns voice and video into searchable, structured data. Its meeting notetaker bot auto-joins Zoom, Microsoft Teams, Google Meet, and Webex calls to deliver real-time transcription with speaker identification across 100+ languages, and it also handles file uploads, phone-call transcription, an embeddable web recorder, and iOS/Android capture. Beyond transcripts, Speak extracts custom fields, themes, and sentiment, and lets you chat with your data using multiple AI models. It exports to CSV and JSON, integrates with Slack, Zapier, and a developer API, and offers an MCP server connecting Claude, ChatGPT, and Gemini. New accounts get a free 7-day trial (no credit card) with 30 minutes of transcription. It is geared toward researchers, analysts, and sales/ops teams rather than simple note-taking alone.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Speak is from $25/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Speak |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting notetaker bot |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sentiment and theme analysis |
| Integrations | Mobile app for capturing in-person meetings | Multi-model AI chat |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CSV/JSON export |
| Best-fit workflow | Client mood and sentiment insights | Meeting notetaker bot |
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.
Speak
Choose Speak if you need recording and transcribing zoom, teams, meet, and webex meetings — strengths include auto-joining meeting bot supports zoom, teams, google meet, and webex.
FinMate AI
Speak
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Speak is strong for recording and transcribing zoom, teams, meet, and webex meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Speak is from $25/mo. 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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