FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Zeemo: Zeemo is an AI auto-captioning and transcription tool that converts videos, podcasts, interviews, and voice recordings into text and time-synced subtitles, with translation into many languages. 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 Zeemo when auto-generating and styling captions for social media and youtube videos 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.
Zeemo is an AI auto-captioning and transcription tool that converts videos, podcasts, interviews, and voice recordings into text and time-synced subtitles, with translation into many languages.
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
Zeemo is an AI-powered captioning, subtitling, and transcription platform aimed at content creators, podcasters, YouTubers, educators, and marketing teams. Users upload an audio or video file (or paste a video link), and Zeemo's speech recognition automatically converts the speech into time-synced captions or a plain-text transcript. Beyond social-video subtitles, it offers a dedicated transcription service for recorded interviews, meetings, lectures, podcasts, songs, and voice recordings, producing editable text that can be exported. It supports a broad set of languages for recognition and can translate captions and subtitles into many additional languages for localized content. A batch-editing interface lets users correct and refine transcripts efficiently, and captions can be styled with fonts, colors, templates, emojis, and effects before export. Outputs include caption-burned video plus subtitle and text formats such as SRT, ASS, and TXT. Zeemo runs in the browser with no install required and also offers dedicated iOS and Android apps for transcribing and captioning on the go.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Zeemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Zeemo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI auto-captioning that generates time-synced subtitles from video and audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Audio/video transcription for interviews, meetings, lectures, podcasts, and voice recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multilingual subtitle recognition with translation into many additional languages |
| Integrations | Mobile app for capturing in-person meetings | Batch transcript and subtitle editing for fast corrections |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Caption styling with fonts, colors, templates, emojis, GIFs, and stickers |
| Best-fit workflow | Client mood and sentiment insights | Export to multiple formats including captioned video, SRT, ASS, and TXT |
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.
Zeemo
Choose Zeemo if you need transcribing recorded interviews, podcasts, and voice recordings into editable text — strengths include handles both polished social-video captions and plain transcription of meetings, interviews, and podcasts.
FinMate AI
Zeemo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Zeemo is strong for transcribing recorded interviews, podcasts, and voice recordings into editable text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Zeemo is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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