CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaptureMyMeeting when teams that record webex or zoom meetings and want automatic notes and action items afterward 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 meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CaptureMyMeeting is an AI-driven meeting productivity web application that turns recorded meetings into structured notes, action items, and insights. Rather than sending a bot into the live call, it connects to your existing video conferencing accounts and works from cloud recordings: once you integrate Zoom or Webex through the CaptureMyMeeting dashboard and enable transcription or the Webex Assistant for your organization, any new meeting recorded to the cloud is automatically imported and processed when it becomes available. Users can also upload recordings manually. The platform uses GPT-based processing to produce meeting summaries, action items, and sentiment analytics that track emotional tone over the course of a conversation. It provides full transcripts, meeting highlights, transcript downloads, and full-text search across both spoken and written meeting content. Detected action items can be pushed to task managers such as Todoist and BasicOps, and processed notes can be auto-shared with participants. It is aimed at teams and organizations that already run meetings on Webex or Zoom and want post-meeting documentation and decision tracking without manual note-taking. A paid Webex or Zoom account is required. 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
CaptureMyMeeting 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 | CaptureMyMeeting | FinMate AI |
|---|---|---|
| Core capability | Automatic import and processing of Zoom and Webex cloud recordings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | GPT-generated meeting summaries and action items | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Sentiment analysis with time-based emotional tracking | Recording and transcription of phone calls and in-person meetings |
| Integrations | Full transcripts with full-text search across spoken and written content | Mobile app for capturing in-person meetings |
| Languages & capture | Action-item push to task managers such as Todoist and BasicOps | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Auto-sharing of processed notes with meeting participants | Client mood and sentiment insights |
CaptureMyMeeting
Choose CaptureMyMeeting if you need teams that record webex or zoom meetings and want automatic notes and action items afterward — strengths include works from existing cloud recordings, so no extra bot joins the live meeting.
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.
CaptureMyMeeting
FinMate AI
It depends on your workflow. CaptureMyMeeting is strong for teams that record webex or zoom meetings and want automatic notes and action items afterward, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CaptureMyMeeting 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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