FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Wavel AI: Wavel AI is an AI media platform that transcribes uploaded audio and video into speaker-labeled, editable, and translatable transcripts, with note and summary generation. 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 Wavel AI when turning recorded meetings and calls into editable, shareable transcripts and summaries 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.
Wavel AI is an AI media platform that transcribes uploaded audio and video into speaker-labeled, editable, and translatable transcripts, with note and summary generation.
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
Wavel AI is an AI-powered media platform whose transcription product converts uploaded audio and video into written text, automatically detecting and differentiating multiple speakers so transcripts are easy to follow. It is aimed at content creators, marketing and L&D teams, interviewers, and enterprises that need to capture meetings, interviews, lectures, and other recorded conversations. Users add media by uploading from their device, pasting a link, or importing from Google Drive, Dropbox, or YouTube, and can choose automatic AI transcription or a slower human-reviewed option. A built-in editor lets users correct text, fix punctuation, and adjust timestamps, while a summary feature can generate structured notes that highlight key points and discussion items. Transcripts and notes can be exported in formats such as DOCX, TXT, and PDF for sharing or archiving. Wavel supports dozens of languages and accents and can translate transcripts, and it sits alongside the broader Wavel suite for subtitling, dubbing, voiceover, and video editing. It runs on a freemium model with paid subscription tiers.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Wavel AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Wavel AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic speech-to-text transcription of uploaded audio and video |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker detection and identification for multi-participant recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summary and structured note generation highlighting key points |
| Integrations | Mobile app for capturing in-person meetings | Built-in editor for correcting text, punctuation, and timestamps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multilingual transcription and translation across dozens of languages and accents |
| Best-fit workflow | Client mood and sentiment insights | Export of transcripts and notes to DOCX, TXT, and PDF |
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.
Wavel AI
Choose Wavel AI if you need transcribing recorded interviews so interviewers can focus on the conversation instead of note-taking — strengths include combines transcription with translation, subtitling, dubbing, and voiceover in one platform.
FinMate AI
Wavel AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Wavel AI is strong for transcribing recorded interviews so interviewers can focus on the conversation instead of note-taking. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Wavel AI 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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