FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Whisper Notes: Offline, privacy-first Whisper transcription app for iPhone and Mac that records and, on Mac, summarizes meetings and recordings. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Whisper Notes when summarizing and querying meeting recordings on a mac 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.
Offline, privacy-first Whisper transcription app for iPhone and Mac that records and, on Mac, summarizes meetings and recordings.
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
Whisper Notes is a privacy-first voice transcription app for iPhone and Mac that runs OpenAI's Whisper speech-recognition model entirely on-device, with no cloud uploads. It records voice or imports audio files such as MP3, M4A, and WAV, and transcribes across more than 100 languages while keeping all processing local. On Mac, it adds AI-powered features including auto-generated titles, summaries, and a chat function to ask questions about transcripts on recordings of three minutes or longer, and it can record meetings from Microsoft Teams, Zoom, and Google Meet as well as offer system-wide dictation via the Fn key. The iPhone app focuses on transcription with quick lock-screen recording, timestamps, and export, while AI summaries on iPhone are noted as not yet available. The app uses a one-time purchase model rather than a subscription, with separate purchases per platform, and the Mac version offers a limited free trial before unlocking unlimited use. It requires Apple Neural Engine hardware (iPhone 12 or newer) and M-series Macs. The developer reports a substantial user base, and the offline, no-subscription approach makes it appealing for users with privacy or confidentiality concerns. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Whisper Notes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Whisper Notes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | 100% on-device, offline transcription with no cloud uploads |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Whisper-based transcription across 100+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Mac AI summaries, auto titles, and transcript chat (3+ minute recordings) |
| Integrations | Mobile app for capturing in-person meetings | Mac meeting recording for Teams, Zoom, and Google Meet |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | System-wide Fn-key dictation on Mac |
| Best-fit workflow | Client mood and sentiment insights | Audio file import, timestamps, and export |
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.
Whisper Notes
Choose Whisper Notes if you need transcribing confidential meetings or interviews entirely offline — strengths include fully offline processing is strong for privacy and confidential recordings.
FinMate AI
Whisper Notes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Whisper Notes is strong for transcribing confidential meetings or interviews entirely offline. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Whisper Notes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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