FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Steno: Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Steno when using ai to summarize, search, and compare deposition transcripts for case strategy 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.
Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool.
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
Steno is a court reporting and litigation services company built for law firms and attorneys. It provides access to a network of certified court reporters who capture spoken proceedings and produce transcripts in rough, original, and certified formats, with realtime, next-day, and expedited delivery options. For remote work, Steno Connect is a Zoom app purpose-built for depositions, adding secure exhibit handling, annotation, and a live technical assistant; the company reports SOC 2 Type II and HIPAA compliance. Video capabilities include standard video plus text-to-video synchronization. Its AI tool, Transcript Genius, reads case transcripts to generate summaries, answer conversational questions with page and line citations, run semantic and exact-match search, and compare multiple transcripts to surface contradictions; users can also upload outside .txt and .pdf transcripts. A Firm Dashboard handles scheduling, file access, and invoicing, and integrations include Zoom, Clio, and Litify. Steno also offers deferred, contingency-friendly payment. It is aimed primarily at litigators and legal support staff rather than general business meetings.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Steno is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Steno |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Certified court reporters producing rough, original, and certified transcripts |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Interactive realtime transcription during proceedings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Steno Connect Zoom app for remote depositions with exhibit handling |
| Integrations | Mobile app for capturing in-person meetings | Transcript Genius AI for summaries, semantic search, and Q&A with page/line citations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-transcript comparison to surface contradictions and discrepancies |
| Best-fit workflow | Client mood and sentiment insights | Firm Dashboard for scheduling, file access, and invoice management |
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.
Steno
Choose Steno if you need scheduling and capturing certified transcripts for remote or in-person depositions — strengths include combines human-certified court reporting with ai-powered transcript analysis.
FinMate AI
Steno
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Steno is strong for scheduling and capturing certified transcripts for remote or in-person depositions. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Steno is custom pricing. 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.
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