FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Transkriptor: AI speech-to-text platform that transcribes meetings, interviews, lectures and audio/video files into editable text in many languages. 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 Transkriptor when capturing and summarizing virtual meetings on zoom, meet or teams 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.
AI speech-to-text platform that transcribes meetings, interviews, lectures and audio/video files into editable text in 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
Transkriptor is an AI-powered transcription service that converts spoken audio and video into written text. Users can upload recordings in common formats such as MP3, MP4, WAV, AAC and M4A, paste a link, record directly, or connect the tool to virtual meetings on Zoom, Google Meet and Microsoft Teams so calls are captured and transcribed automatically. The underlying speech recognition engine supports transcription across a wide range of languages and uses speaker diarization to detect and label who is speaking in multi-participant conversations. Beyond raw transcripts, Transkriptor includes an AI assistant and AI chat layer that can summarize a conversation, draft follow-up emails, extract key points and answer questions about the content of a transcript. Transcripts can be organized in folders and workspaces, edited in-browser, translated, and exported, including the ability to create SRT subtitle files for video. It is offered as a web app along with mobile apps and a Chrome extension. The product is aimed at professionals and students such as journalists, researchers, lawyers, consultants and sales teams who need to turn recorded conversations into searchable, shareable documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Transkriptor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Transkriptor |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of uploaded audio/video files and links |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Direct meeting capture and transcription for Zoom, Google Meet and Microsoft Teams |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker diarization that labels individual speakers |
| Integrations | Mobile app for capturing in-person meetings | Support for transcription in 100+ languages plus translation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI assistant and AI chat to summarize transcripts and answer questions |
| Best-fit workflow | Client mood and sentiment insights | SRT subtitle export and in-browser transcript editing |
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.
Transkriptor
Choose Transkriptor if you need transcribing recorded interviews and research conversations — strengths include handles many input methods (file upload, link, recording, and live meetings).
FinMate AI
Transkriptor
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Transkriptor is strong for transcribing recorded interviews and research conversations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Transkriptor 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.
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