FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Widya Notulensi: Indonesian AI meeting transcription service by Widya Wicara that records online meetings, transcribes in Bahasa Indonesia, and produces downloadable minutes. 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 Widya Notulensi when transcribing uploaded audio recordings into downloadable minutes 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.
Indonesian AI meeting transcription service by Widya Wicara that records online meetings, transcribes in Bahasa Indonesia, and produces downloadable minutes.
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
Widya Notulensi (notulensi.id) is an Indonesian AI meeting transcription and minutes service from Widya Wicara, a local speech-technology company. It is built around Indonesian-language speech models that are continuously trained to improve accuracy on Bahasa Indonesia audio. The platform can join and record online meetings on Zoom, Google Meet, and Microsoft Teams, and it can also convert uploaded recordings into text. After capturing a meeting, it transcribes the audio, applies speaker recognition to attribute statements to participants, and summarizes the discussion into short paragraphs and key points. Resulting meeting notes can be downloaded in formats such as PDF and DOCX for archiving and sharing. The service emphasizes its suitability for Indonesian organizations that prioritize accurate local-language documentation and data privacy, and it offers a free trial period during which users receive automatic meeting minutes after each session. Widya Notulensi is aimed at Indonesian businesses, teams, and institutions that want to automate Bahasa Indonesia meeting documentation using a domestic speech-recognition provider rather than relying on international tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Widya Notulensi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Widya Notulensi |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Continuously trained Bahasa Indonesia speech-recognition models |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker recognition to attribute statements to participants |
| Integrations | Mobile app for capturing in-person meetings | Summaries with short paragraphs and key points |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Downloadable notes in PDF and DOCX formats |
| Best-fit workflow | Client mood and sentiment insights | Conversion of uploaded recordings into meeting minutes |
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.
Widya Notulensi
Choose Widya Notulensi if you need indonesian organizations documenting online meetings in bahasa indonesia — strengths include backed by a dedicated indonesian speech-technology company (widya wicara).
FinMate AI
Widya Notulensi
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Widya Notulensi is strong for indonesian organizations documenting online meetings in bahasa indonesia. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Widya Notulensi 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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