FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Transcri: Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 languages. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Transcri when generating multilingual subtitles and translations for video content matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Transcri is an AI-powered web platform that transcribes, subtitles, and translates uploaded audio and video files across more than 100 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
Transcri is a cloud-based, AI-powered transcription platform that converts uploaded audio and video files into accurate text, subtitles, and translations. Users upload recordings through the browser, and the service automatically generates transcripts with speaker identification and supports more than 100 languages. An online editor lets users refine results and switch between dialogue mode and subtitle mode, while content can be exported in 20-plus formats compatible with YouTube and common video-editing software. A built-in AI assistant can query a file, summarize discussions, extract key moments, add chapters, and help write reports, making recorded meetings and interviews easier to review. Collaboration features allow teams to share projects and manage workflows together. The platform emphasizes data security, with AES-256 encryption and EU-based data handling. Because it works from pre-recorded files rather than joining live calls, Transcri suits users who already have meeting recordings, interviews, podcasts, or video content they need transcribed. It targets businesses, media organizations, educational institutions, and public-sector teams.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Transcri is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Transcri |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of uploaded audio and video files |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic speaker identification (diarization) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Subtitle generation with export in 20+ formats |
| Integrations | Mobile app for capturing in-person meetings | Translation and transcription across 100+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI assistant to summarize, extract key moments, and write reports |
| Best-fit workflow | Client mood and sentiment insights | Online editor with dialogue and subtitle modes plus team collaboration |
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.
Transcri
Choose Transcri if you need transcribing and subtitling recorded meetings, interviews, and webinars — strengths include supports a very large number of languages for transcription and translation.
FinMate AI
Transcri
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Transcri is strong for transcribing and subtitling recorded meetings, interviews, and webinars. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Transcri 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 Transcri.
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.