Aspect: AI interview assistant that records, transcribes, and summarizes recruiting interviews, then autofills ATS scorecards. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aspect when capturing and summarizing candidate interviews automatically matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI interview assistant that records, transcribes, and summarizes recruiting interviews, then autofills ATS scorecards.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Aspect is an AI interview assistant built for recruiters and hiring teams that joins interviews on Zoom, Google Meet, and Microsoft Teams to record, transcribe, highlight, and summarize candidate conversations. Instead of taking manual notes, interviewers can stay focused on the conversation while Aspect captures everything said and generates structured AI interview notes and summaries afterward. A central feature is its scorecard autofill, which uses the captured interview data to populate candidate evaluation forms with a single click and syncs notes and summaries back into the applicant tracking system. Aspect integrates with common ATS platforms such as Greenhouse, Lever, and Teamtailor so interview records flow directly into existing hiring workflows. The platform also provides interview analytics and AI coaching feedback intended to help interview teams improve consistency and reduce subjective bias over time. By standardizing how interviews are documented and evaluated, Aspect aims to make hiring decisions faster and more data-driven. It offers a free tier for a limited number of interviews alongside paid plans for teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
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
Aspect is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aspect | FinMate AI |
|---|---|---|
| Core capability | Records, transcribes, highlights, and summarizes interviews across Zoom, Google Meet, and Microsoft Teams | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | AI-generated interview notes and candidate summaries | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | One-click scorecard autofill from captured interview data | Recording and transcription of phone calls and in-person meetings |
| Integrations | ATS integrations including Greenhouse, Lever, and Teamtailor | Mobile app for capturing in-person meetings |
| Languages & capture | Interview analytics and team performance visibility | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | AI coaching feedback for interviewers | Client mood and sentiment insights |
Aspect
Choose Aspect if you need capturing and summarizing candidate interviews automatically — strengths include reduces manual note-taking so interviewers can focus on candidates.
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.
Aspect
FinMate AI
It depends on your workflow. Aspect is strong for capturing and summarizing candidate interviews automatically, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Aspect is a free tier with paid upgrades and FinMate AI 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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