FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SpeakNotes: Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SpeakNotes when extracting action items and decisions from long calls 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.
Browser-based AI tool that turns uploaded or recorded meeting audio and video into structured summaries with action items and decisions.
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
SpeakNotes is an AI-powered transcription and summarization platform that converts audio and video recordings into structured written content. Its workflow has three steps: users upload audio or video files, paste a YouTube link, or record directly in the browser; the system transcribes and analyzes the content; and it returns a structured summary in a chosen format. For meetings, SpeakNotes is designed to extract action items, decisions, and key discussion points, making it suited to turning recorded calls into usable minutes. It supports speech-to-text across 50+ languages and offers 15+ output formats, including meeting notes, transcripts, blog posts, and flashcards, with export to tools such as Notion and Obsidian. The product is browser-based with direct upload and YouTube integration rather than a meeting bot, so it is oriented toward processing existing recordings and in-browser capture. SpeakNotes targets professionals who work with recorded content, including meeting participants who need post-call summaries, as well as students, researchers, podcast listeners, and content creators who want condensed, structured takeaways from long audio or video. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SpeakNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SpeakNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Upload audio/video, paste a YouTube link, or record directly in the browser |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI transcription and analysis with structured summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Extraction of action items, decisions, and key discussion points |
| Integrations | Mobile app for capturing in-person meetings | 15+ output formats including meeting notes and transcripts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | 50+ language support |
| Best-fit workflow | Client mood and sentiment insights | Export to Notion, Obsidian, and other tools |
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.
SpeakNotes
Choose SpeakNotes if you need turning recorded meeting audio or video into structured minutes — strengths include flexible inputs (file upload, youtube, in-browser recording).
FinMate AI
SpeakNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SpeakNotes is strong for turning recorded meeting audio or video into structured minutes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SpeakNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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