FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Vizard: Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips. 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 Vizard when converting zoom or other recorded meetings into transcripts and shareable clips 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.
Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips.
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
Vizard is a multimodal AI video platform whose transcription engine converts uploaded audio and video into searchable, editable text. Users can transcribe files from their computer, paste a YouTube link, or import Zoom recordings, then read and edit the result like a document. The tool supports 30+ languages including English, Spanish, French, German, Japanese, Korean, Mandarin, Portuguese, Hindi, and Arabic, and lets users export transcripts as .SRT or .TXT files. Beyond plain transcription, Vizard analyzes the recording to identify key moments and highlights, auto-generate captions and subtitles, and produce short, social-ready clips with smart titles. Its transcript-based editor lets you trim footage, cut bad takes, and remove silences simply by deleting words. Vizard is aimed primarily at content creators, podcasters, marketers, coaches, and agencies who repurpose long-form video, but the transcription and Zoom-import features also serve anyone needing voice-to-text. It offers a team workspace for collaboration, brand templates, and caption translation into many additional languages.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Vizard is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Vizard |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of audio and video into searchable, editable text in 30+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Imports from computer uploads, YouTube links, and Zoom recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Transcript-based editing - cut footage by deleting words, remove silences and bad takes |
| Integrations | Mobile app for capturing in-person meetings | Automatic highlight/chapter and key-clip detection from long recordings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Auto-generated captions and subtitles with translation into many languages |
| Best-fit workflow | Client mood and sentiment insights | Transcript export to .SRT and .TXT, plus team workspace collaboration |
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.
Vizard
Choose Vizard if you need transcribing podcasts, webinars, or recorded videos into editable, searchable text — strengths include transcribes both audio and video and supports a wide range of languages.
FinMate AI
Vizard
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Vizard is strong for transcribing podcasts, webinars, or recorded videos into editable, searchable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Vizard is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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