FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SubtitleBee: SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ languages. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SubtitleBee when adding accurate, styled captions to social and marketing videos 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.
SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ languages.
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
SubtitleBee is a browser-based AI tool that automatically converts spoken audio and video into text and generates synchronized, styled subtitles. Beyond captioning marketing clips and social videos, it offers a dedicated audio-transcription mode that handles interviews, lectures, meetings, voice memos, webinars, and podcasts: users upload a recording, select the source language, then review and edit the AI-generated transcript in an in-browser editor before exporting. It recognizes a wide range of languages and can translate captions across many of them, making it useful for global and accessibility-focused workflows. Transcripts and subtitles can be downloaded in standard formats including TXT, SRT, VTT, and ASS. Additional editing tools let users restyle captions (font, color, size, opacity), resize and crop video for different platforms, and add overlay "supertitles." It targets content creators, podcasters, educators, marketers, and professionals who need fast, editable transcripts and captions without technical skills. SubtitleBee has been operating since 2019 and runs entirely in the browser.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SubtitleBee is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SubtitleBee |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of audio and video for interviews, meetings, webinars, podcasts, and voice memos |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic subtitle/caption generation with recognition of 120+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Subtitle translation across many languages for multilingual output |
| Integrations | Mobile app for capturing in-person meetings | In-browser transcript editor to review and correct AI output before export |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Export to multiple formats including TXT, SRT, VTT, and ASS |
| Best-fit workflow | Client mood and sentiment insights | Caption styling plus video resizing/cropping (16:9, 9:16, 1:1) and overlay captions |
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.
SubtitleBee
Choose SubtitleBee if you need transcribing recorded interviews, meetings, or webinars into editable text — strengths include single tool covers both transcription and styled subtitling, with translation into many languages.
FinMate AI
SubtitleBee
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SubtitleBee is strong for transcribing recorded interviews, meetings, or webinars into editable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SubtitleBee 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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