FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Speechmatics: Speech-to-text and voice AI provider offering real-time transcription and live captioning APIs. 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 Speechmatics when embedding automated transcription into meeting or media platforms 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.
Speech-to-text and voice AI provider offering real-time transcription and live captioning APIs.
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
Speechmatics is a speech-to-text and voice AI company that provides transcription and captioning technology through APIs, supporting both recorded and real-time audio across many languages. Its core offering converts speech to text for multilingual, multi-speaker conversations, with low-latency real-time processing suitable for live use. The platform powers live captioning for events, sports, news, and broadcasts, and its transcription technology can be embedded into other products, including meeting platforms that need automated note-taking and captions. Because Speechmatics is delivered primarily as a developer-facing engine, it serves teams building their own applications as well as media and enterprise customers who need accurate speech recognition at scale. It supports features such as multi-speaker handling and broad language coverage, and the company emphasizes security and compliance certifications. Speechmatics is aimed at developers, product teams, media organizations, and enterprises that need to add accurate transcription, subtitles, or live captions to their own workflows and applications rather than use a packaged consumer note-taker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Speechmatics is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Speechmatics |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Speech-to-text transcription for recorded and real-time audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Low-latency real-time processing for live use |
| Team usage | Recording and transcription of phone calls and in-person meetings | Live captioning for events, broadcasts, and streams |
| Integrations | Mobile app for capturing in-person meetings | Multi-speaker and multilingual support across many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | APIs for embedding transcription into other applications |
| Best-fit workflow | Client mood and sentiment insights | Speech-to-text transcription for recorded and real-time audio |
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.
Speechmatics
Choose Speechmatics if you need adding live captions to broadcasts, sports, and events — strengths include real-time, low-latency transcription suitable for live captioning.
FinMate AI
Speechmatics
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Speechmatics is strong for adding live captions to broadcasts, sports, and events. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Speechmatics 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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