FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Stenomatic: AI live translation and captioning platform that delivers real-time interpretation and translated captions for conferences, meetings, and webinars. 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 Stenomatic when providing real-time interpretation for a multilingual webinar 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 live translation and captioning platform that delivers real-time interpretation and translated captions for conferences, meetings, and webinars.
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
Stenomatic is an AI-powered live translation platform built to remove language barriers during conferences, meetings, webinars, and other live events. It provides real-time voice-to-voice interpretation along with translated live captions and transcription, so multilingual audiences can follow a session in their preferred language. The platform is described as supporting a large number of languages, including multi-directional conversations across well over one hundred language combinations, and it allows custom terminology input so specialized or industry-specific vocabulary is handled more accurately. A key design choice is that it is platform-agnostic and requires no app download: attendees open a branded web link on a phone or computer to receive live transcription and audio translation, and organizers can connect it to event A/V or video-conferencing setups, with a documented integration for the InEvent platform and an API and embeddable widget for deeper integration. Stenomatic targets remote, hybrid, and in-person scenarios and markets to international conferences, NGOs, broadcasters, and worship events, and it highlights accessibility for Deaf and hard-of-hearing attendees through real-time subtitles. The product is actively operating, with current marketing and integration pages, and emphasizes fast setup for connecting to live events. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Stenomatic is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Stenomatic |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time voice-to-voice interpretation for live events |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Translated live captions and on-screen transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | Support for a very large set of languages and multi-directional conversations |
| Integrations | Mobile app for capturing in-person meetings | No-download attendee access via a branded web link |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Custom terminology input for specialized vocabulary |
| Best-fit workflow | Client mood and sentiment insights | API, embeddable widget, and InEvent integration |
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.
Stenomatic
Choose Stenomatic if you need adding live translated captions to an international conference or summit — strengths include attendees need no app install, just a web link.
FinMate AI
Stenomatic
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Stenomatic is strong for adding live translated captions to an international conference or summit. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Stenomatic 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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