FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Voicegain: Speech-to-text and ASR platform with developer APIs plus a private LLM-powered meeting notetaker. 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 Voicegain when building telephony voice bots and call analytics 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.
Speech-to-text and ASR platform with developer APIs plus a private LLM-powered meeting notetaker.
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
Voicegain is a speech recognition company that offers both speech-to-text APIs for developers and a packaged meeting assistant called Transcribe. Its ASR engine supports batch transcription of recorded files and real-time streaming for live audio, and it can be deployed in the cloud, in a customer's virtual private cloud, or on-premises, which appeals to organizations with strict data-control or privacy requirements. On the developer side, Voicegain provides speech-to-text, speech-analytics, and telephony-bot APIs that can transcribe audio and analyze it for sentiment, named entities, topics, and intent. Its meeting product, Transcribe, is described as a private, LLM-powered meeting notetaker that captures audio from video-meeting browser tabs and uploaded recordings, integrates with Zoom, Microsoft Teams, and Google Meet, and automatically identifies topics and highlights from a conversation. A Windows desktop app supports Zoom local recordings. Because Voicegain spans both an underlying ASR platform and an end-user meeting tool, it suits teams that want either to build on its APIs or to use a ready meeting notetaker with flexible deployment and a focus on keeping data private. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Voicegain is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Voicegain |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Batch and real-time speech-to-text APIs |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Private LLM-powered meeting notetaker (Transcribe) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Integrations with Zoom, Microsoft Teams, and Google Meet |
| Integrations | Mobile app for capturing in-person meetings | Speech analytics: sentiment, named entities, topics, and intent |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cloud, VPC, and on-premises deployment options |
| Best-fit workflow | Client mood and sentiment insights | Telephony bot APIs for voice agents |
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.
Voicegain
Choose Voicegain if you need taking private, automated notes for zoom, teams, and meet calls — strengths include flexible deployment including on-premises for data control.
FinMate AI
Voicegain
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Voicegain is strong for taking private, automated notes for zoom, teams, and meet calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Voicegain 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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