FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VidNotes: VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ languages. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VidNotes when professionals extracting action items and decisions from zoom, meet, or teams recordings 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.
VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ 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
VidNotes is an AI-powered transcription and note-taking tool that turns videos, lectures, podcasts, and meeting recordings into structured, searchable text. Users either upload a local file (MP4, MOV, MKV, and more) or paste a link from YouTube, TikTok, Instagram, or Vimeo, including exported recordings from Zoom, Google Meet, Microsoft Teams, and webinars. Under the hood it runs the audio through OpenAI's Whisper model for speech-to-text, then a large language model produces a summary, key points, timestamped notes, auto-generated flashcards, and extracted action items in the same language as the source. A chat feature lets users ask questions about the content and receive answers with citations, and transcripts and notes can be exported as TXT, PDF, Markdown, or SRT captions. It supports English plus 30+ additional languages and handles mixed languages and varied accents. Aimed at students, researchers, content creators, and professionals, VidNotes is available in the browser, as a Chrome extension, and as iOS and Android apps. The app is published by Silpho LLC.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VidNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VidNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Speech-to-text transcription via OpenAI's Whisper, with timestamps |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries, key points, and extracted action items from meetings and videos |
| Team usage | Recording and transcription of phone calls and in-person meetings | Auto-generated flashcards with spaced-repetition review |
| Integrations | Mobile app for capturing in-person meetings | Chat interface that answers questions about a video with citations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Supports file uploads plus YouTube, TikTok, Instagram, Vimeo, and meeting recordings (Zoom, Google Meet, Teams) |
| Best-fit workflow | Client mood and sentiment insights | Export to TXT, PDF, Markdown, and SRT captions across web, Chrome extension, iOS, and Android |
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.
VidNotes
Choose VidNotes if you need students turning recorded lectures into summaries and flashcards for study — strengths include works across web, chrome extension, ios, and android, with no download required for browser use.
FinMate AI
VidNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VidNotes is strong for students turning recorded lectures into summaries and flashcards for study. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VidNotes 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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