FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VexaScribe: AI transcription service for uploaded files and live meetings, with speaker detection, summaries, and subtitle exports. 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 VexaScribe when capturing and summarizing live zoom, meet, or teams meetings via a bot 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.
AI transcription service for uploaded files and live meetings, with speaker detection, summaries, and subtitle exports.
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
VexaScribe is an AI transcription platform that converts audio and video into text for both uploaded recordings and live meetings. Users can upload files such as interviews, podcasts, and lectures, or deploy a bot that joins Zoom, Google Meet, or Microsoft Teams sessions to capture meetings as they happen. The service supports a wide range of audio and video formats and offers bulk upload so multiple files can be processed at once. Transcripts include automatic speaker detection and labeling along with timestamps, and they can be exported in several formats including TXT, DOCX, JSON, and the SRT and VTT subtitle formats commonly used for captions. VexaScribe also generates AI summaries tailored to different content types, including meeting, interview, sales, lecture, and podcast formats, and offers built-in translation into many languages. The product, which the company notes was previously known as NovaScribe, supports a large set of transcription languages and is presented as an actively operating tool with a free trial. It targets researchers, journalists, content creators, and teams who need both file-based and live meeting transcription with shareable, captionable output. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VexaScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VexaScribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | File upload transcription plus a bot that joins Zoom, Meet, and Teams meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic speaker detection and labeling with timestamps |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries for meeting, interview, sales, lecture, and podcast formats |
| Integrations | Mobile app for capturing in-person meetings | Subtitle exports in SRT and VTT plus TXT, DOCX, and JSON |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Built-in translation into many languages |
| Best-fit workflow | Client mood and sentiment insights | Bulk upload for processing multiple files at once |
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.
VexaScribe
Choose VexaScribe if you need transcribing recorded interviews and podcasts into editable text — strengths include handles both uploaded files and live meeting capture in one tool.
FinMate AI
VexaScribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VexaScribe is strong for transcribing recorded interviews and podcasts into editable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VexaScribe 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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