FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Typist: AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy. 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 Typist when generating srt or webvtt captions for podcasts and videos matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy.
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
Typist is an AI transcription service that converts audio and video files into text and caption files. Users upload recordings in common formats such as MP3, MP4, M4A, WAV, OGG, FLAC, and WebM, and Typist returns a transcript that can be exported to DOCX, SRT subtitles, WebVTT captions, PDF, or plain text. The platform offers multiple transcription models, described as Turbo for speed, Pro for a balance of speed and accuracy, and Studio for the highest accuracy, with the Studio tier adding speaker identification. Typist supports a wide range of languages and accents and provides word-level and segment-level timestamps, which makes it suitable for producing subtitles that import cleanly into video editors. The product positions itself around fast turnaround for pre-recorded content and predictable, credit-based usage. Its documented use cases span lectures, podcasts, interviews, research and client calls, and consulting meetings, alongside students, therapists, and video editors. A free tier with a limited number of minutes lets new users try the service before moving to paid plans, and a web dashboard handles uploads, transcription, and exports. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Typist is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Typist |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Audio and video to text transcription across many file formats |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Export to SRT subtitles, WebVTT captions, DOCX, PDF, and TXT |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multiple transcription models trading off speed and accuracy |
| Integrations | Mobile app for capturing in-person meetings | Speaker identification on the highest-accuracy tier |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Word-level and segment-level timestamps for clean subtitle timing |
| Best-fit workflow | Client mood and sentiment insights | Support for a wide range of languages and accents |
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.
Typist
Choose Typist if you need transcribing recorded interviews and research or client calls — strengths include clean subtitle exports (srt and webvtt) that import into video editors.
FinMate AI
Typist
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Typist is strong for transcribing recorded interviews and research or client calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Typist is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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