FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TranscribeMe: TranscribeMe is an audio and video transcription service that combines automated speech recognition with human transcriptionists to convert recordings, including meetings and calls, into text. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TranscribeMe when producing accurate legal or medical/hipaa-compliant transcripts 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.
TranscribeMe is an audio and video transcription service that combines automated speech recognition with human transcriptionists to convert recordings, including meetings and calls, into text.
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
TranscribeMe is a transcription platform that turns audio and video recordings into written text using a hybrid of automated speech recognition and human transcriptionists. Users upload files through a web customer portal, mobile apps for iOS and Android, an API, or SFTP, and can also record audio directly within the mobile app or capture phone calls via its call recorder. It accepts common formats such as MP3, MP4, WAV, M4A, and MOV, and offers multiple service tiers ranging from fully automated machine transcription to human-edited and verbatim output, with options for speaker identification, timestamps, custom formatting, and redaction. Transcripts are delivered to the inbox, the app, and the customer portal. The service supports several languages including English, Spanish, French, German, Portuguese, Italian, and Mandarin, and provides industry-specific and HIPAA-compliant options. It is aimed at legal, medical, research, education, market research, and enterprise users, as well as individuals needing accurate transcripts of meetings, interviews, and recordings.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TranscribeMe is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TranscribeMe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Hybrid automated plus human transcription tiers (machine, human-edited, verbatim) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Mobile apps for iOS and Android with in-app audio recording and a call recorder |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker identification, timestamps, and custom formatting options |
| Integrations | Mobile app for capturing in-person meetings | API and SFTP upload for programmatic and bulk workflows |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-language transcription and translation support |
| Best-fit workflow | Client mood and sentiment insights | HIPAA-compliant and industry-specific transcription options |
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.
TranscribeMe
Choose TranscribeMe if you need transcribing recorded meetings, interviews, and calls into text — strengths include human review tiers can reach high accuracy on difficult audio.
FinMate AI
TranscribeMe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TranscribeMe is strong for transcribing recorded meetings, interviews, and calls into text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TranscribeMe 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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