FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. WayinVideo: An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed clips. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and WayinVideo when generating timestamped transcripts and summaries of podcasts and interviews 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.
An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed 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
WayinVideo is an all-in-one AI video platform that turns long recordings into transcripts, summaries, captions, and short clips. Users upload a video or audio file, import from Google Drive, or process content from YouTube, and the platform automatically produces a punctuated transcript with timestamps and speaker labels. It supports more than 100 languages and offers dedicated meeting tools for Zoom, Microsoft Teams, and Google Meet recordings, generating speaker-separated transcripts plus AI summaries with timestamped outlines and exact quotes. Transcripts and summaries can be exported as TXT or Markdown or copied to share with a team. Beyond transcription, WayinVideo provides text-based editing (editing the video by editing its transcript), highlight detection that auto-creates social clips, animated multilingual captions, in-video keyword search, and auto-reframing to vertical formats. It is aimed at content creators, podcasters, and teams that need to repurpose or review long-form video and meeting content. The product is available as a web app, a Chrome extension, and through an API.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); WayinVideo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | WayinVideo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Speaker-labeled, punctuated transcripts with timestamps across 100+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Dedicated AI meeting transcription and summarizer for Zoom, Teams, and Google Meet recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Timestamped AI summaries with outlines, exact quotes, and TXT/Markdown export |
| Integrations | Mobile app for capturing in-person meetings | Text-based video editing that lets you edit footage by editing the transcript |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI clip detection that turns long videos into multiple short, social-ready clips |
| Best-fit workflow | Client mood and sentiment insights | Animated multilingual captions and AI auto-reframe to vertical (9:16) formats |
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.
WayinVideo
Choose WayinVideo if you need transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes — strengths include combines transcription, summarization, and meeting notes with video repurposing in one tool.
FinMate AI
WayinVideo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while WayinVideo is strong for transcribing and summarizing zoom, teams, or google meet recordings into speaker-labeled meeting notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and WayinVideo 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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