FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Vexa: API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Vexa when streaming live, speaker-labeled transcripts into applications matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers.
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
Vexa is an API-first, open-source meeting transcription and intelligence platform aimed primarily at developers and technical teams who want to build meeting features into their own products. Rather than being a polished end-user notetaking app, Vexa provides a developer toolkit: it deploys bots that join meetings via a URL, capture audio, and stream back real-time, speaker-diarized transcripts with low latency over WebSocket, alongside REST interfaces for programmatic bot control. Captured data can be stored and queried for retrieval and export, enabling teams to build live transcription, searchable meeting repositories, or downstream analysis on top of the platform. Vexa currently supports Google Meet and Microsoft Teams, with Zoom support indicated as planned, and its codebase is available on GitHub under an Apache 2.0 license, with both self-hosted and managed cloud deployment options. Because it exposes meeting capture and transcription as programmable infrastructure, Vexa is suited to engineering teams in areas like sales, recruiting, and other domains that need to embed meeting intelligence into custom workflows rather than rely on a standalone consumer app. It is best for developers who want control over how transcripts are captured, stored, and used. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Vexa is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Vexa |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | API-first design with REST and WebSocket interfaces |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time, speaker-diarized transcription with low latency |
| Team usage | Recording and transcription of phone calls and in-person meetings | Deployable bots that join meetings via URL to capture audio |
| Integrations | Mobile app for capturing in-person meetings | Open-source (Apache 2.0) with self-hosted or managed cloud options |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Data storage with query and export capabilities |
| Best-fit workflow | Client mood and sentiment insights | Supports Google Meet and Microsoft Teams (Zoom planned) |
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.
Vexa
Choose Vexa if you need building custom meeting-intelligence features into a product — strengths include programmable infrastructure for embedding meeting transcription into products.
FinMate AI
Vexa
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Vexa is strong for building custom meeting-intelligence features into a product. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Vexa 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.
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