FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tiro: Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many 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 Tiro when cross-border teams needing real-time translation during meetings matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Real-time AI meeting note-taker from Plato, strong in Korean and Japanese, with fast transcription and translation across many 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
Tiro is a real-time AI meeting note-taker built by Plato (ThePlato Inc.), a company with offices in Seoul, South Korea and West Hollywood, California. It automatically records, transcribes, and summarizes conversations, with particular strength in Korean and Japanese multilingual environments alongside English. Tiro emphasizes speed, generating live transcripts with low latency and producing formatted summary documents quickly after a meeting ends. It captures meetings through a web browser, a desktop app for Windows and Mac, and mobile apps for iOS and Android, making it usable for both online calls and in-person conversations. The tool supports more than a dozen languages for transcription and offers real-time translation across many of them, which is useful for cross-border teams. Features include speaker diarization, one-click template generation for formatted notes, team collaboration with automatic note sharing, and an AI chat that lets users ask questions about a meeting. Tiro also integrates with calendars, CRM, and applicant-tracking systems. The vendor highlights an enterprise security posture, including a stated practice of not storing voice data for AI training, and ISO/IEC 27001:2022 certification. It is aimed at global and Korea- or Japan-centric teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tiro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tiro |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time transcription with low latency and quick formatted summaries |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Strong Korean and Japanese support plus many other languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time translation across multiple languages |
| Integrations | Mobile app for capturing in-person meetings | Speaker diarization and one-click note templates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI chat to ask questions about a meeting |
| Best-fit workflow | Client mood and sentiment insights | Web, desktop (Windows/Mac), and mobile (iOS/Android) capture |
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.
Tiro
Choose Tiro if you need korean and japanese teams needing accurate native-language meeting notes — strengths include optimized for korean and japanese, a gap in many western-built tools.
FinMate AI
Tiro
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tiro is strong for korean and japanese teams needing accurate native-language meeting notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tiro 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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