FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Way With Words: Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition. 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 Way With Words when producing accessible captions and subtitles for recorded video content 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.
Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition.
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
Way With Words is an audio-to-text services company, founded in 2002 and registered in the UK and South Africa, that turns recordings into text. Rather than joining calls as a bot, it works from files: users upload audio or video through a secure account portal (supporting formats such as MP3, WAV, MP4, MOV, and M4A, up to 8GB per file) and receive transcripts back as DOCX, with PDF and RTF available on request. Its core offering is human transcription, including verbatim, intelligent verbatim, and time-coded transcripts for multi-speaker interviews, focus groups, corporate meetings, hearings, and media. It also provides automatic (ASR) transcription in 50+ languages, video captioning and subtitles, machine-transcript polishing, and custom speech datasets for AI/ASR training. Turnaround is offered in tiers from express through to roughly eight days, with human quality checks emphasized for complex audio. It targets research and academia, legal and compliance, media production, education, corporate teams, public sector and NGOs, and AI developers needing dependable, confidential text from audio.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Way With Words is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Way With Words |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Human transcription with verbatim, intelligent verbatim, and time-coded options |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic (ASR) speech-to-text transcription in 50+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Video captioning and subtitles for accessibility and broadcast |
| Integrations | Mobile app for capturing in-person meetings | Secure account portal for audio/video upload (up to 8GB per file, batch uploads) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multiple turnaround tiers from express to several days |
| Best-fit workflow | Client mood and sentiment insights | Custom speech datasets for AI and ASR training programs |
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.
Way With Words
Choose Way With Words if you need transcribing recorded corporate meetings, interviews, and focus groups into searchable text — strengths include human-reviewed transcripts suited to complex, multi-speaker audio like meetings and focus groups.
FinMate AI
Way With Words
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Way With Words is strong for transcribing recorded corporate meetings, interviews, and focus groups into searchable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Way With Words 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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