FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. spf.io: AI captioning and translation platform for in-person, virtual, and hybrid events, supporting 100+ languages with broad streaming integrations. 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 spf.io when providing multilingual accessibility for webinars streamed via zoom, youtube, or obs 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.
AI captioning and translation platform for in-person, virtual, and hybrid events, supporting 100+ languages with broad streaming integrations.
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
spf.io, operated by TheoTech LLC, is an AI-powered captioning and translation platform built for in-person, virtual, and hybrid events. It provides automatic live captions and real-time translation in more than 100 languages, plus AI-generated translated audio in over 70 languages, so multilingual and deaf or hard-of-hearing audiences can follow sessions in their preferred language. Output can be shown on projectors with up to four languages at once, embedded into web and app players, or accessed by attendees on mobile devices through a QR code or URL with both text and audio options. The platform integrates with common meeting and streaming tools including Zoom, Microsoft Teams, Google Meet, YouTube, Facebook Live, OBS, StreamYard, vMix, and Twitch. Beyond fully automatic captions, spf.io supports supervised and edited captioning for quality control, bidirectional translation, manuscript-based delivery, and interpreter subtitling. It offers customization such as vocabulary fine-tuning, adapted machine translation models, custom speech recognition, and profanity filtering, and it makes remote operators, professional captioners, and interpreters available as add-on services. The company publishes ongoing product updates into 2026, confirming it is actively operating. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); spf.io is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | spf.io |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic live captions and translation in 100+ languages, with translated audio in 70+ |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Projector display of up to four languages plus mobile QR/URL attendee access |
| Team usage | Recording and transcription of phone calls and in-person meetings | Integrations with Zoom, Teams, Google Meet, YouTube, OBS, StreamYard, vMix, and Twitch |
| Integrations | Mobile app for capturing in-person meetings | Supervised/edited captioning and bidirectional translation modes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Vocabulary fine-tuning, custom speech recognition, and adapted translation models |
| Best-fit workflow | Client mood and sentiment insights | Optional professional captioners, interpreters, and remote operators as add-ons |
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.
spf.io
Choose spf.io if you need captioning and translating large in-person conferences across projectors and mobile devices — strengths include very broad language coverage for both captions and translated audio.
FinMate AI
spf.io
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while spf.io is strong for captioning and translating large in-person conferences across projectors and mobile devices. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and spf.io 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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