FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Swell AI: Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Swell AI when turning a single episode into show notes, a blog article, and social posts for distribution 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.
Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts.
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
Swell AI is a transcription and content-repurposing platform built for podcasters, content creators, marketers, and agencies. Users upload audio or video, or pull episodes in from sources such as RSS feeds, Apple Podcasts, YouTube links, and cloud storage like Dropbox, Google Drive, and OneDrive. Swell AI generates a transcript in which speakers are automatically identified and labeled, and provides a transcript editor where you can highlight and clip sections, which the platform saves for reuse across a team. From the same transcript it produces repurposed content: show notes, summaries, long-form SEO articles, newsletters, titles and keywords, and social posts such as LinkedIn posts, Twitter/X threads, and Instagram captions. It can also export highlighted sections as video clips and audiograms, and create an episode-trained chatbot that can be embedded on a site. The platform offers a REST API for custom integrations and a dashboard for managing multiple shows. It is distinct in pairing accurate transcription with a broad, podcast-focused repurposing pipeline rather than transcription alone.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Swell AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Swell AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Audio and video transcription with automatic speaker identification and labeling |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcript editor for highlighting and clipping sections, with AI-suggested compelling segments |
| Team usage | Recording and transcription of phone calls and in-person meetings | Content repurposing into show notes, summaries, SEO articles, newsletters, and social posts |
| Integrations | Mobile app for capturing in-person meetings | Video clip and audiogram export from highlighted transcript sections |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bulk import from RSS feeds, Apple Podcasts, YouTube, and cloud storage (Dropbox, Google Drive, OneDrive) |
| Best-fit workflow | Client mood and sentiment insights | REST API and multi-show dashboard for teams and agencies |
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.
Swell AI
Choose Swell AI if you need transcribing podcast episodes and labeling speakers for an accurate, editable transcript — strengths include combines accurate transcription with a wide range of automated repurposing outputs in one tool.
FinMate AI
Swell AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Swell AI is strong for transcribing podcast episodes and labeling speakers for an accurate, editable transcript. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Swell AI 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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