FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Trint: Transcription platform popular with journalists and media teams 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 Trint when editing and verifying transcripts 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.
Transcription platform popular with journalists and media teams
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
Trint is a transcription and content platform that converts audio and video into editable, searchable text, with a strong focus on newsroom and enterprise workflows. It is widely used to transcribe recorded meetings, interviews, and media in many languages, and its in-browser editor lets users verify transcripts against the source audio, highlight key passages, and collaborate with teammates. Trint adds workflow features such as story and content tools, translation, and the ability to export captions and transcripts in multiple formats, which makes it popular with journalists, media organizations, and businesses that turn recordings into published content. Because it specializes in turning recorded audio and video into polished, accurate text rather than acting as a live meeting bot, Trint is often used to process existing files or recordings. It is valued for transcription accuracy, multi-language support, and collaboration, serving teams that treat transcripts as a starting point for content and documentation. Platforms: Web / upload audio and video. Integrations: Zapier. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Trint is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Trint |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automated transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Collaborative transcript editor |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multi-language support |
| Integrations | Mobile app for capturing in-person meetings | Translation and captions |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Export in multiple formats |
| Best-fit workflow | Client mood and sentiment insights | Automated transcription |
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.
Trint
Choose Trint if you need transcribing interviews and media — strengths include strong for newsroom and enterprise workflows.
FinMate AI
Trint
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Trint is strong for transcribing interviews and media. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Trint 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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