FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. StreamText: StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings. 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 StreamText when real-time captioning and translation in classrooms and lectures for accessibility matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
StreamText is a real-time captioning platform that delivers live human or AI-generated captions, translations, and transcripts for events and meetings.
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
StreamText is an enterprise real-time captioning platform, founded in 2003, that delivers spoken words as live captions to web pages, devices, and conferencing tools. It supports two modes: professional human captioners (using stenography, re-speaking, and text interpreting) and AI-powered automatic speech recognition (ASR), which converts speech to text in real time and produces captions, translations, and transcripts. Source audio is captioned live and streamed to an ADA-compliant viewer that works with screen readers, while AI captioning recognizes around 20 source languages and offers realtime translation into well over 100 languages. Captioned sessions can be exported as timed-text transcript files such as .srt and .vtt, and StreamCast lets organizers overlay captions onto videos and presentations. It integrates with Zoom, Webex, YouTube, and Adobe, and exposes a full API for OEM and third-party embedding. It is aimed at corporate and hybrid events, conferences, classrooms, trade shows, and legal or government settings needing accessibility. Pricing is usage-based per minute with no subscriptions or setup fees.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); StreamText is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | StreamText |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time live captioning streamed to web pages and devices |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-powered automatic speech recognition (ASR) for live captions and transcripts |
| Team usage | Recording and transcription of phone calls and in-person meetings | Professional human captioning via stenography, re-speaking, and text interpreting |
| Integrations | Mobile app for capturing in-person meetings | Realtime translation into 100+ languages with ~20 source languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Downloadable timed-text transcripts (.srt, .vtt) and on-demand transcription |
| Best-fit workflow | Client mood and sentiment insights | Integrations with Zoom, Webex, YouTube, and Adobe plus a full API |
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.
StreamText
Choose StreamText if you need providing live captions and transcripts for corporate, hybrid, and virtual events — strengths include offers both professional human captions and ai captions on one platform.
FinMate AI
StreamText
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while StreamText is strong for providing live captions and transcripts for corporate, hybrid, and virtual events. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and StreamText is a free tier with paid upgrades. 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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