Callabo: Korean AI meeting-notes service from Return Zero that records, transcribes, summarizes, and analyzes meetings for individuals and teams. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Callabo when turning recurring internal team meetings into shareable summaries and action items matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
Korean AI meeting-notes service from Return Zero that records, transcribes, summarizes, and analyzes meetings for individuals and teams.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Callabo (콜라보) is an AI meeting assistant developed by Return Zero (리턴제로), a Korean speech-AI company. It automatically records, transcribes, summarizes, and analyzes business meetings for both individuals and enterprise teams, aiming to turn a one-hour meeting into organized notes with a single click and no complex setup. Callabo connects to online meetings on Google Meet, Microsoft Teams, Zoom, and Webex, and also supports recording in-person meetings. After a meeting it produces transcripts, paragraph summaries, key discussion points, and action items with timestamped source quotes, and it can automatically detect the meeting language to handle multilingual conversations. An AI chat feature lets users ask follow-up questions about a meeting beyond the generated insights. The service integrates with workflow tools including Google Calendar, Outlook, Salesforce, Pipedrive, HubSpot, Slack, Microsoft Teams, Zapier, Notion, Confluence, and Linear. For enterprises, Callabo provides meeting access controls, team and member permission management, original-media retention settings, two-factor authentication, IP access restrictions, and audit logs, and it holds ISO/IEC 27001 certification. Mobile apps are available for both iOS and Android. 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
Callabo 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 | Callabo | FinMate AI |
|---|---|---|
| Core capability | Automatic recording and transcription for Google Meet, Teams, Zoom, and Webex | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Paragraph summaries, key discussion points, and timestamped action items | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic meeting-language detection for multilingual meetings | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI chat to ask follow-up questions about a meeting | Mobile app for capturing in-person meetings |
| Languages & capture | Integrations with calendars, CRM, messengers, and project tools | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Enterprise security: permissions, 2FA, IP restrictions, and audit logs | Client mood and sentiment insights |
Callabo
Choose Callabo if you need turning recurring internal team meetings into shareable summaries and action items — strengths include serves both individual users and enterprise teams.
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.
Callabo
FinMate AI
It depends on your workflow. Callabo is strong for turning recurring internal team meetings into shareable summaries and action items, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Callabo 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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