FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SRTGen: AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export. 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 SRTGen when transcribing corporate meetings, conferences, and recorded interviews 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.
AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export.
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
SRTGen is an AI-powered subtitle and transcription platform centered on producing professional caption files. Users can upload video or audio, or paste links from social platforms, and SRTGen generates time-coded subtitles with automatic speaker separation. While it is marketed heavily toward creating SRT files and translated subtitles for content like YouTube and short-form video, the platform explicitly extends to corporate meetings, conferences and events, and academic and market research, including interviews and focus groups. It supports a large number of languages and locales with global dialect coverage and offers translation alongside transcription. Output options include subtitle formats such as SRT, VTT, and ASS, as well as document and data formats like DOCX, PDF, TXT, and JSON. SRGen includes a timeline-based subtitle editor with animation capabilities, the ability to burn hardcoded subtitles into video, and real-time multi-user collaboration. The service runs on a credits-based model rather than a fixed subscription, with a small free allotment to start, making it flexible for occasional caption jobs as well as recurring meeting and interview transcription needs across teams and organizations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SRTGen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SRTGen |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI subtitle generation with automatic speaker separation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription for corporate meetings, conferences, interviews, and research |
| Team usage | Recording and transcription of phone calls and in-person meetings | Export to SRT, VTT, ASS, TXT, DOCX, PDF, and JSON |
| Integrations | Mobile app for capturing in-person meetings | Translation across a large set of languages and locales |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Timeline-based subtitle editor with animation and burn-in options |
| Best-fit workflow | Client mood and sentiment insights | Real-time multi-user collaborative editing |
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.
SRTGen
Choose SRTGen if you need generating srt and vtt subtitles for podcasts and video content — strengths include strong caption-file output options for video editing workflows.
FinMate AI
SRTGen
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SRTGen is strong for generating srt and vtt subtitles for podcasts and video content. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SRTGen 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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