FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VIQ Solutions: VIQ Solutions is an enterprise provider of AI-driven speech-to-text transcription, digital voice and video capture technology, and managed transcription services for legal, government, and other regulated industries. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VIQ Solutions when law firms recording depositions and case notes for searchable, editable documents matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
VIQ Solutions is an enterprise provider of AI-driven speech-to-text transcription, digital voice and video capture technology, and managed transcription services for legal, government, and other regulated industries.
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
VIQ Solutions is a publicly traded (TSXV: VQS) provider of secure, AI-driven digital voice and video capture and transcription technology with deployments in courtrooms across more than 25 countries. Its core platform, NetScribe, manages the documentation workflow from recording and dictation through editing and document distribution, supporting single and multi-channel recordings, including For The Record (TRM) and JAVS (OGG) audio files. Its speech-to-text engine, aiAssist, combines AI, machine learning, and natural language processing with human review to turn single- and multi-speaker audio and audio/video into formatted draft transcripts. The FirstDraft product lets legal professionals record depositions and case notes that are automatically converted into editable, searchable documents. Features include video-synced in-app transcript editing and AI-enabled translation for several non-English languages. VIQ serves courts, law firms, law enforcement, insurance, and media broadcasting, blending recording hardware/software with managed transcription services. It is geared toward organizations producing high volumes of accurate, official documentation from recorded proceedings.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VIQ Solutions is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VIQ Solutions |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | NetScribe transcription workflow platform from dictation to document distribution |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | aiAssist AI/ML/NLP speech-to-text engine for single- and multi-speaker audio and video |
| Team usage | Recording and transcription of phone calls and in-person meetings | FirstDraft: record depositions and case notes into editable, searchable documents |
| Integrations | Mobile app for capturing in-person meetings | Support for multi-channel recordings including For The Record (TRM) and JAVS (OGG) files |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Video-synced in-app transcript editing |
| Best-fit workflow | Client mood and sentiment insights | AI-enabled translation and transcription for non-English languages (Spanish, French, German, Dutch and more) |
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.
VIQ Solutions
Choose VIQ Solutions if you need producing official court and legal proceeding transcripts from recorded audio/video — strengths include decades of domain expertise with deployments in courtrooms across 25+ countries.
FinMate AI
VIQ Solutions
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VIQ Solutions is strong for producing official court and legal proceeding transcripts from recorded audio/video. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VIQ Solutions is custom pricing. 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.
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