Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cluely when getting live transcripts and notes of sales, client, or team calls matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay (plus an iOS app) rather than joining calls as a visible bot. During a meeting it provides live transcription, automatically generates meeting notes and summaries, and surfaces on-demand AI answers when you press Cmd/Ctrl+Enter (for example, suggesting what to say or follow-up questions). It works across common conferencing tools including Zoom, Google Meet, Microsoft Teams, Webex, and Slack, and supports more than 12 languages such as English, Chinese, and Spanish. Cluely lets users add custom prompting and keybinds and upload reference files. A free Starter plan offers limited AI responses, limited notetaking, and up to three custom files. A notable positioning point is that the app is marketed as "undetectable" and designed to stay invisible to screen sharing and not appear in screen shares, a capability fully unlocked on its top tier.
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
Cluely is from $0/mo (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cluely | FinMate AI |
|---|---|---|
| Core capability | Live transcription | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Real-time meeting notes | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | On-demand AI answers | Recording and transcription of phone calls and in-person meetings |
| Integrations | Multi-language support | Mobile app for capturing in-person meetings |
| Languages & capture | Custom prompting and keybinds | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Live transcription | Client mood and sentiment insights |
Cluely
Choose Cluely if you need getting live transcripts and notes of sales, client, or team calls — strengths include works across major conferencing tools (zoom, google meet, microsoft teams, webex, slack).
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.
Cluely
FinMate AI
It depends on your workflow. Cluely is strong for getting live transcripts and notes of sales, client, or team calls, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Cluely is from $0/mo and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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