FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Voicy when dictating prompts into ai assistants like chatgpt, claude, and gemini 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.
Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application.
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
Voicy is a cross-platform AI speech-to-text (dictation) tool that lets you write with your voice instead of typing. It runs as a desktop app for Mac, Windows, and Linux, plus a Chrome extension, and also has iOS and Microsoft Store versions. Once active, you trigger dictation system-wide and speak into whatever app or website you're using — email clients, word processors, chat tools, note apps, AI assistants, IDEs, and many others, advertised as 20,000+ destinations. Voicy transcribes in real time using cloud processing, automatically adding punctuation, fixing grammar, and formatting the result, with support for dozens of languages. It also offers AI editing commands, letting you reshape dictated text (for example into bullet points) right after speaking. On privacy, the company states transcripts and recordings are stored only locally on your device and voice data is not used to train AI models, though speech is sent to the cloud for processing. It's aimed at writers, professionals, and anyone who wants to draft faster than typing across their existing tools.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Voicy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Voicy |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | System-wide voice dictation across desktop apps, browsers, and websites |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Chrome extension plus Mac, Windows, and Linux desktop apps (also iOS and Microsoft Store) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic punctuation, grammar correction, and formatting |
| Integrations | Mobile app for capturing in-person meetings | Real-time cloud transcription with multi-language support |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Inline AI editing commands to reformat dictated text (e.g. bullet points) |
| Best-fit workflow | Client mood and sentiment insights | Local-only storage of transcripts with no use of voice data for AI training |
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.
Voicy
Choose Voicy if you need drafting emails, documents, and chat messages by voice instead of typing — strengths include works inside virtually any app or website rather than a single editor.
FinMate AI
Voicy
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Voicy is strong for drafting emails, documents, and chat messages by voice instead of typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Voicy 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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