Backtrack: An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights. 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 Backtrack when exhibitors capturing booth and 1:1 buyer conversations at trade shows 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.
An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Backtrack is an AI meeting intelligence product focused on a niche that most notetakers ignore: in-person B2B conversations at trade shows, conferences, and hosted buyer events. Rather than running as a meeting bot, Backtrack captures live 1:1 conversations and converts them into transcripts, structured summaries, and CRM-ready follow-up notes so sales teams do not have to take notes during busy events. Its consumer app, marketed as Backtrack, also offers retroactive recording that continuously buffers recent audio and saves only the last several minutes when the user explicitly chooses to, which is useful for capturing a conversation that has already started; the company stores audio locally on-device until the user decides to upload or share, and recordings are not live-streamed. For events, Backtrack offers pre-configured capture that activates around scheduled meetings, transcription tuned for noisy venues, summaries covering buyer intent, objections, priorities, and next steps, and anonymized trend reports for organizers. It supports transcription in over 100 languages and provides an opt-out path for attendees, emphasizing transparency around recording. Backtrack is aimed at exhibitors, event organizers, and sales teams who need reliable conversation capture and follow-up in event settings. 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
Backtrack 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 | Backtrack | FinMate AI |
|---|---|---|
| Core capability | Capture of in-person 1:1 conversations at trade shows and hosted events | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Retroactive recording that saves the most recent minutes on demand (consumer app) | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Transcription tuned for noisy venues in 100+ languages | Recording and transcription of phone calls and in-person meetings |
| Integrations | Structured summaries covering buyer intent, objections, priorities, and next steps | Mobile app for capturing in-person meetings |
| Languages & capture | CRM-ready follow-up notes and anonymized organizer trend reports | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Local on-device storage until the user uploads or shares, with attendee opt-out | Client mood and sentiment insights |
Backtrack
Choose Backtrack if you need exhibitors capturing booth and 1:1 buyer conversations at trade shows — strengths include purpose-built for in-person event conversations that most notetakers miss.
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.
Backtrack
FinMate AI
It depends on your workflow. Backtrack is strong for exhibitors capturing booth and 1:1 buyer conversations at trade shows, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Backtrack 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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