FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Subanana: Hong Kong AI transcription and subtitling platform with meeting transcription, summaries, and multilingual support. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Subanana when generating and exporting subtitles for video content matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Hong Kong AI transcription and subtitling platform with meeting transcription, summaries, and multilingual support.
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
Subanana is an AI transcription and subtitling platform based in Hong Kong and operated by Datax AI Solutions. It positions itself as an AI subtitling and transcription tool for the Hong Kong market, handling mixed Cantonese-and-English content as well as more than 80 languages including Chinese, English, Japanese, Korean, and Thai. The platform automatically transcribes audio and video, generates and embeds subtitles, and exports results in multiple formats such as .srt, .docx, .csv, and .txt, making it useful for content creators and marketers in addition to meeting documentation. Its meeting transcription capabilities include real-time voice transcription with live translation, automatic speaker identification, automated summaries, and action items, along with support for recording Google Meet and Microsoft Teams meetings. Subanana offers a freemium model with a short free allowance before paid plans, and it is frequently presented as a local alternative to international tools and to Korean services like Clova Note for users who need strong Cantonese and code-switching handling. The product serves a broad base of individual users and teams across content, business, and remote-work scenarios. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Subanana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Subanana |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription and subtitle generation across 80+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Strong handling of mixed Cantonese-and-English (code-switching) audio |
| Team usage | Recording and transcription of phone calls and in-person meetings | Meeting transcription with automated summaries and action items |
| Integrations | Mobile app for capturing in-person meetings | Real-time voice transcription with live translation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic speaker identification |
| Best-fit workflow | Client mood and sentiment insights | Subtitle embedding and export to .srt, .docx, .csv, and .txt |
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.
Subanana
Choose Subanana if you need transcribing and summarizing cantonese-english meetings for hong kong teams — strengths include built for the hong kong market with strong cantonese and code-switching support.
FinMate AI
Subanana
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Subanana is strong for transcribing and summarizing cantonese-english meetings for hong kong teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Subanana is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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