FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. toruno: Ricoh's Japanese meeting recording service combining transcription, audio recording, and screen capture for online and in-person meetings. 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 toruno when organizations wanting screen context preserved alongside the transcript 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.
Ricoh's Japanese meeting recording service combining transcription, audio recording, and screen capture for online and in-person meetings.
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
toruno is a meeting recording service from Ricoh Company, Ltd. in Japan that captures meetings as a combination of transcription, audio recording, and screen capture, so users can later review who said what and what was shown on screen. It works with web meetings on platforms such as Microsoft Teams and Zoom as well as on-site meetings. toruno offers several capture methods: a Windows desktop application that performs real-time transcription during live meetings, an iPhone app for recording on-site discussions, and a web interface for uploading existing audio or video files. After capture, it can generate AI summaries with customizable templates to turn raw transcripts into structured meeting minutes. Japanese transcription is the primary focus, and a business/AI summary plan also supports transcription of other languages such as English and Chinese. The service includes enterprise-grade security and administration features, including two-factor authentication, IP restrictions, and per-user permission management over transcriptions, plus integration with kintone. It is aimed at Japanese businesses that want a searchable, shareable record of meetings and negotiations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); toruno is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | toruno |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Combined transcription, audio recording, and screen capture of meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription via Windows desktop app, plus iPhone and file-upload capture |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries with customizable minutes templates |
| Integrations | Mobile app for capturing in-person meetings | Japanese-first transcription with English and Chinese support on higher plans |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Enterprise security: two-factor authentication and IP restrictions |
| Best-fit workflow | Client mood and sentiment insights | Per-user permission management over transcriptions |
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.
toruno
Choose toruno if you need japanese teams needing searchable records of meetings and business negotiations — strengths include screen capture alongside transcript preserves visual context from meetings.
FinMate AI
toruno
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while toruno is strong for japanese teams needing searchable records of meetings and business negotiations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and toruno 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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