FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Superwhisper: Voice-to-text app for Mac, Windows, and iOS that records and transcribes meetings on-device without a bot, with speaker labels and offline processing. 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 Superwhisper when offline dictation and voice typing across desktop and mobile matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Voice-to-text app for Mac, Windows, and iOS that records and transcribes meetings on-device without a bot, with speaker labels and offline processing.
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
Superwhisper is a voice-to-text application for macOS, Windows, and iOS that, in addition to system-wide dictation, can record and transcribe meetings directly from the device without joining the call as a visible bot. Its meeting transcription feature captures audio from meeting apps such as Zoom, Microsoft Teams, and Google Meet and produces transcripts with automatic speaker identification across longer recordings. Because the speech recognition models can run on-device, Superwhisper supports offline processing and states that meeting audio does not get uploaded, which the product frames as suitable for confidential calls or organizations with strict data policies. It supports a large range of languages with automatic detection and can transcribe common audio and video file formats including MP3, MP4, M4A, WAV, and WEBM. A Super Mode lets users dictate quick recaps or summaries that can be pasted into productivity tools, and a browser-based voice recorder is available for fast transcription. The app is positioned as both a general dictation tool and a bot-free meeting transcription option, and the website indicates the product is actively maintained. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Superwhisper is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Superwhisper |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free meeting recording and transcription captured from the device |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | On-device, offline speech recognition that keeps audio local |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic speaker labels across longer recordings |
| Integrations | Mobile app for capturing in-person meetings | File transcription for MP3, MP4, M4A, WAV, and WEBM formats |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Super Mode for dictating recaps and summaries |
| Best-fit workflow | Client mood and sentiment insights | System-wide voice typing across applications |
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.
Superwhisper
Choose Superwhisper if you need transcribing confidential zoom, teams, or meet calls without a bot — strengths include records meetings without adding a visible bot to the call.
FinMate AI
Superwhisper
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Superwhisper is strong for transcribing confidential zoom, teams, or meet calls without a bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Superwhisper is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
More head-to-head comparisons involving FinMate AI and Superwhisper.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.