FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Speakr: Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Speakr when extracting action items and decisions from recorded calls matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Self-hosted web app for transcribing meeting recordings with diarization, summaries, action items, per-recording chat, and library-wide semantic search.
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
Speakr is a self-hosted web application designed for transcribing audio recordings such as meetings, generating concise summaries and titles, and interacting with the content through a chat interface. It runs entirely on the user's own server, giving full control over data, and is dual-licensed under AGPL-3.0 and a commercial license. The project is actively maintained, with a v0.9.0-alpha release dated June 2026 and over 970 commits. Speakr produces transcripts with automatic language detection and optional AI-powered speaker diarization so users can see who said what. Its summarization can be customized with prompts, and meeting summaries include an action-items view that filters out general discussion to surface decisions, tasks, deadlines, and calendar-worthy events. For deeper interaction, a per-recording chat lets users ask questions about a single recording, while an experimental Inquire Mode provides semantic search and natural-language chat across an entire library of recordings. Speakr can capture system or browser-tab audio, supports configurable AI models and endpoints compatible with OpenAI, OpenRouter, and local models, and includes multi-user support with SSO, group workspaces, an admin dashboard, and export and sharing tools aimed at privacy-conscious teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Speakr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Speakr |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Self-hosted transcription with automatic language detection |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optional AI-powered speaker diarization |
| Team usage | Recording and transcription of phone calls and in-person meetings | Customizable summaries plus an action-items view for decisions and tasks |
| Integrations | Mobile app for capturing in-person meetings | Per-recording chat and an Inquire Mode for semantic search across the whole library |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | System and browser-tab audio capture |
| Best-fit workflow | Client mood and sentiment insights | Multi-user support with SSO, group workspaces, and admin dashboard |
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.
Speakr
Choose Speakr if you need privacy-conscious teams self-hosting transcription and summaries for internal meetings — strengths include runs entirely on the user's own infrastructure for full data control.
FinMate AI
Speakr
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Speakr is strong for privacy-conscious teams self-hosting transcription and summaries for internal meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Speakr 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.
More head-to-head comparisons involving FinMate AI and Speakr.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.