FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Viaim RecDot: AI recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 languages. 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 Viaim RecDot when transcribing and translating multilingual or cross-border conversations in real time 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 recording earbuds paired with the viaim app that capture meetings and calls and turn them into transcripts, translations, summaries, and action items in 78 languages.
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
Viaim RecDot is a pair of AI note-taking true-wireless earbuds combined with the viaim companion app, built to capture and document meetings, calls, interviews, and lectures hands-free. Recording can be triggered by pinching an earbud, tapping the charging case, or capturing phone and internet calls, so audio is captured whether the conversation is in person or remote. The viaim app then provides live transcription with accent recognition across 78 languages, real-time translation with audio playback that shows original and translated text together, and structured outputs including smart summaries, key takeaways, extracted action items, and automatically generated mind maps. Industry and scenario templates let users shape how notes are formatted. A built-in assistant called Vitana answers questions grounded in the user's own recordings and organized Spaces rather than the open web. It is aimed at professionals who attend frequent meetings, client calls, and interviews, as well as students and researchers who want a single wearable device that both plays audio and captures structured notes.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Viaim RecDot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Viaim RecDot |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time transcription in 78 languages with accent recognition |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time translation showing original and translated text with audio playback |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic summaries, key takeaways, action items, and mind maps |
| Integrations | Mobile app for capturing in-person meetings | Speaker labeling and editable transcripts in the viaim app |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Recording of in-person conversations plus phone and internet calls via earbud, case, or app |
| Best-fit workflow | Client mood and sentiment insights | Vitana AI assistant that answers questions grounded in your own recordings and Spaces |
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.
Viaim RecDot
Choose Viaim RecDot if you need capturing and summarizing in-person and online work meetings, client calls, and interviews — strengths include single wearable device handles both audio playback and structured note capture, no separate recorder needed.
FinMate AI
Viaim RecDot
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Viaim RecDot is strong for capturing and summarizing in-person and online work meetings, client calls, and interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Viaim RecDot 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.
More head-to-head comparisons involving FinMate AI and Viaim RecDot.
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.