FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Transgate: Transgate is an AI transcription platform that converts uploaded audio and video from meetings, calls, and interviews into searchable text, then summarizes, highlights, and lets you chat with the transcript. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Transgate when generating summaries and action items from recorded sessions for researchers, legal, or medical professionals 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.
Transgate is an AI transcription platform that converts uploaded audio and video from meetings, calls, and interviews into searchable text, then summarizes, highlights, and lets you chat with the transcript.
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
Transgate is an AI-powered transcription and translation platform for turning recorded meetings, calls, interviews, and videos into accurate text. Rather than joining live calls as a meeting bot, it works on an upload basis: users upload an audio or video file (common formats such as MP3, WAV, MP4, MOV are supported) and transcription begins automatically. The platform layers AI analysis on top of the transcript, generating summaries and smart highlights that surface key decisions and action items, and offering an interactive chat feature so users can ask questions about the content and locate specific moments. It supports transcription and translation across 50+ languages and is offered through a web platform and a mobile app. Transgate markets itself to professionals across business, academia, research, legal, medical, and media fields, emphasizing privacy with stated GDPR compliance and SSL encryption. An API is referenced in the site footer, but the core offering is an end-user transcription product rather than a developer-only service.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Transgate is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Transgate |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Upload-based audio and video transcription supporting common file formats |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and smart highlights surfacing key decisions and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Interactive chat with the transcript to query content and find key moments |
| Integrations | Mobile app for capturing in-person meetings | AI translation across 50+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-language transcription support |
| Best-fit workflow | Client mood and sentiment insights | Web platform plus a mobile app |
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.
Transgate
Choose Transgate if you need transcribing recorded business meetings, interviews, and calls into shareable, searchable notes — strengths include pay-as-you-go pricing with a no-credit-card free trial lowers the barrier to entry.
FinMate AI
Transgate
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Transgate is strong for transcribing recorded business meetings, interviews, and calls into shareable, searchable notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Transgate 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.
More head-to-head comparisons involving FinMate AI and Transgate.
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.