FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Speech to Note: Cross-platform tool that converts speech into transcripts and customizable summaries using a large library of note formats. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Speech to Note when capturing interviews and press briefings for journalists matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cross-platform tool that converts speech into transcripts and customizable summaries using a large library of note formats.
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
Speech to Note is an AI transcription and summarization platform that converts spoken audio into written transcripts and customizable summaries. It is available as a web application alongside iOS and Android apps, with a desktop companion announced as coming soon, and it emphasizes recording, transcribing, summarizing, and organizing spoken content. A defining feature is its large library of smart note formats, letting users choose how a transcript is summarized and structured, as well as create their own custom templates for recurring needs. The app supports more than 100 languages, offline recording on mobile, cross-device synchronization, and webhook-based workflow automation for connecting transcripts and summaries into other tools. It also offers multiple output and export formats and includes privacy controls and encryption. Speech to Note is positioned for use cases such as meetings, interviews, press briefings, and quick voice notes, appealing to professionals and journalists who want flexible, format-rich summaries rather than a single fixed output. The emphasis on customizable templates and automation distinguishes it from simpler record-and-summarize voice apps. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Speech to Note is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Speech to Note |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Speech-to-text transcription across 100+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Large library of smart note and summary formats |
| Team usage | Recording and transcription of phone calls and in-person meetings | Custom summary template creation |
| Integrations | Mobile app for capturing in-person meetings | Webhook-based workflow automation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Offline recording on mobile with cross-device sync |
| Best-fit workflow | Client mood and sentiment insights | Multiple output and export formats with privacy controls |
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.
Speech to Note
Choose Speech to Note if you need transcribing and summarizing meetings in a chosen format — strengths include highly customizable summary formats and templates.
FinMate AI
Speech to Note
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Speech to Note is strong for transcribing and summarizing meetings in a chosen format. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Speech to Note 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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