FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VITO: VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean. 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 VITO when capturing and sharing business call details for agents, sales, and small-business owners 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.
VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean.
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
VITO (비토) is a call-transcription app developed by ReturnZero Inc. (리턴제로), a Seoul-based speech-AI company. It automatically converts recorded phone calls into readable, chat-style text using ReturnZero's proprietary speech-recognition engine tuned for conversational Korean. Rather than joining live virtual meetings as a bot, VITO works from a phone's call-recording function: once a call is recorded, the audio is transcribed, with speaker identification distinguishing participants, and users can later read, keyword-search, replay specific segments, and review summaries of past conversations. It also supports bulk conversion of previously recorded calls. VITO is available on iOS and Android, with PC/web access to view transcripts, and offers cloud storage so call history is preserved across devices. The company also exposes its underlying RTZR speech-to-text technology as a separate developer API. VITO is aimed at everyday users and professionals such as real-estate agents, delivery drivers, office workers, students, and small-business owners who need to revisit, search, or share the content of their phone conversations.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VITO is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VITO |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic speech-to-text transcription of recorded phone calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification across multi-party conversations |
| Team usage | Recording and transcription of phone calls and in-person meetings | Chat-style transcripts with keyword search and segment replay |
| Integrations | Mobile app for capturing in-person meetings | Call summaries and follow-up reminders |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bulk conversion of previously recorded calls |
| Best-fit workflow | Client mood and sentiment insights | Cloud storage with PC/web access to transcripts across devices |
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.
VITO
Choose VITO if you need reviewing and searching the content of past phone calls — strengths include strong korean speech recognition from returnzero's proprietary stt engine.
FinMate AI
VITO
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VITO is strong for reviewing and searching the content of past phone calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VITO 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.
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