FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Yating: Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching. 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 Yating when professionals capturing meetings and interviews in taiwan 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.
Taiwan-built AI speech-to-text app for classes, meetings, and interviews, optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching.
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
Yating is an AI speech-to-text application developed by AILabs, a privately funded Taiwan-based company, and is described as a handy tool for classes, meetings, interviews, and everyday moments worth saving. It converts speech and voice to text and is notable for being optimized for languages and accents commonly used in Taiwan, handling Mandarin, Taiwanese, English, Japanese, and Cantonese, including sentences that switch between Chinese and English mid-thought. The app offers live transcription that can dictate audio from a microphone in real time as well as transcription of recorded audio and uploaded audio or video files. It includes a subtitle mode for accessibility, speaker identification with timestamps, and is available across mobile, web, and a Chrome plugin. An API is offered for batch processing and automatic speech recognition, and the company emphasizes a privacy-focused approach, stating it does not sell user data and that its technology and data are developed locally in Taiwan. Yating is named after a professional shorthand typist, reflecting its goal of accurate, fast transcription. The application remains active with recent updates, and it is positioned for students, podcasters, researchers, data analysts, and people who are hard of hearing. A free tier is available on iPhone alongside other offerings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Yating is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Yating |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live microphone transcription plus transcription of recorded and uploaded files |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optimized for Taiwanese-accent Mandarin and Mandarin-English code-switching |
| Team usage | Recording and transcription of phone calls and in-person meetings | Support for Mandarin, Taiwanese, English, Japanese, and Cantonese |
| Integrations | Mobile app for capturing in-person meetings | Speaker identification with timestamps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Subtitle mode for accessibility |
| Best-fit workflow | Client mood and sentiment insights | Cross-platform: mobile, web, and Chrome plugin |
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.
Yating
Choose Yating if you need students transcribing lectures and classes in mandarin or mixed mandarin-english — strengths include strong handling of taiwanese-accent mandarin and chinese-english code-switching.
FinMate AI
Yating
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Yating is strong for students transcribing lectures and classes in mandarin or mixed mandarin-english. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Yating 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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