FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SpeakApp AI: Cross-platform speech-to-text app that records and transcribes meetings, voice notes, and lectures with AI summaries and translation. 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 SpeakApp AI when transcribing and translating multilingual conversations 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.
Cross-platform speech-to-text app that records and transcribes meetings, voice notes, and lectures with AI summaries and translation.
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
SpeakApp AI is a speech-to-text application that records and transcribes spoken words with a single tap and then lets users summarize, rewrite, or translate the result. It captures audio directly from the device without requiring a meeting bot to join calls, and it can also import existing recordings from other apps for transcription. Beyond raw transcription, SpeakApp generates automatic summaries and bullet points, adjusts tone and rewrites content, detects spoken language, and translates into a wide range of languages. The app is available across Mac, iOS, and Android, with a browser-based interface for uploading and transcribing files online. Its use cases span everyday note organization, meeting recording and summarization, content drafting (emails, blog posts, social media), lecture capture for students, and documentation for consultants and legal practitioners. The company emphasizes user control over data, stating that transcripts can be downloaded or deleted at any time and that the service is GDPR compliant, making SpeakApp AI a broad transcription and dictation tool that includes meeting recording and summary capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SpeakApp AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SpeakApp AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-tap recording and transcription, plus import of existing recordings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic summaries and bullet-point generation |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI rewriting and tone adjustment |
| Integrations | Mobile app for capturing in-person meetings | Language detection and translation into 50+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Apps for Mac, iOS, and Android plus a web upload interface |
| Best-fit workflow | Client mood and sentiment insights | Downloadable/deletable transcripts with stated GDPR compliance |
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.
SpeakApp AI
Choose SpeakApp AI if you need recording and summarizing in-person or virtual meetings — strengths include broad platform coverage across desktop, mobile, and web.
FinMate AI
SpeakApp AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SpeakApp AI is strong for recording and summarizing in-person or virtual meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SpeakApp AI 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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