FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Vatis Tech: Speech-to-text platform with developer API, speaker diarization, and meeting transcription tools. 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 Vatis Tech when embedding transcription into applications via the api matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Speech-to-text platform with developer API, speaker diarization, and meeting transcription tools.
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
Vatis Tech is a speech-to-text platform that converts audio and video into text and offers both a developer API and self-serve tools, including a meeting transcription and summarization tool. The service supports a broad set of languages with real-time language switching and provides speaker diarization to identify and label individual participants in multi-speaker recordings such as meetings and interviews. It accepts a wide range of audio and video formats and offers several export options, including TXT, DOCX, SRT, VTT, JSON, and PDF, along with a built-in editor for proofreading transcripts. Beyond transcription, Vatis Tech includes audio-intelligence capabilities such as sentiment analysis, intent detection, topic identification, and PII redaction, and it can translate transcripts into additional languages. For developers, the platform exposes a REST API with Python and JavaScript SDKs and custom-vocabulary support for domain-specific terms, while flexible deployment options include cloud and on-premises. Vatis Tech markets enterprise-grade security with GDPR compliance, ISO 27001, and SOC 2 Type II. It suits both teams that want to transcribe meeting recordings directly and developers who need to embed transcription into their own applications. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Vatis Tech is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Vatis Tech |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Speech-to-text API with Python and JavaScript SDKs |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker diarization for multi-speaker recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Free meeting transcription and summarization tool |
| Integrations | Mobile app for capturing in-person meetings | Audio intelligence: sentiment, intent, topics, and PII redaction |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multiple export formats (TXT, DOCX, SRT, VTT, JSON, PDF) |
| Best-fit workflow | Client mood and sentiment insights | Cloud and on-premises deployment with enterprise compliance |
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.
Vatis Tech
Choose Vatis Tech if you need transcribing uploaded meeting recordings and generating summaries — strengths include combines a developer api with self-serve meeting tools.
FinMate AI
Vatis Tech
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Vatis Tech is strong for transcribing uploaded meeting recordings and generating summaries. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Vatis Tech 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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