FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TurboScribe: Whisper-based web app that transcribes uploaded audio and video files, including meetings, interviews, and podcasts, with speaker labels and subtitle export. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TurboScribe when generating subtitle files for podcast video and webinar recordings 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.
Whisper-based web app that transcribes uploaded audio and video files, including meetings, interviews, and podcasts, with speaker labels and subtitle export.
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
TurboScribe is a browser-based transcription service that converts uploaded audio and video files into text using OpenAI's Whisper speech-recognition model. Users upload recordings in common formats such as MP3, MP4, and WAV, and TurboScribe processes them into structured transcripts that can be exported as plain text, DOCX, PDF, or SRT and VTT subtitle files. The tool supports a large number of languages for both transcription and translation, and it automatically labels different speakers in a recording, which makes it usable for multi-participant content like meetings, interviews, and podcasts. Because it works from uploaded files rather than joining live calls, it pairs with recordings exported from platforms such as Zoom, Microsoft Teams, and Google Meet. It handles long recordings and batch uploads, and the interface is oriented toward people who need to turn a recorded conversation into a searchable, editable document or into captions for video. TurboScribe is aimed at individuals and small teams, including journalists, researchers, content creators, and professionals who regularly transcribe recorded meetings and interviews. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TurboScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TurboScribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Audio and video transcription powered by the Whisper speech-recognition model |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic speaker labeling for multi-participant recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Transcription and translation across a large set of languages |
| Integrations | Mobile app for capturing in-person meetings | Export to plain text, DOCX, PDF, and SRT/VTT subtitle formats |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for long recordings and batch uploads of multiple files |
| Best-fit workflow | Client mood and sentiment insights | Works with recordings exported from Zoom, Teams, and Google Meet |
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.
TurboScribe
Choose TurboScribe if you need transcribing recorded meetings and interviews into searchable documents — strengths include built on the whisper model, which handles varied accents and technical terms reasonably well.
FinMate AI
TurboScribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TurboScribe is strong for transcribing recorded meetings and interviews into searchable documents. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TurboScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving FinMate AI and TurboScribe.
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.