Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. 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 Coconote when students turning lectures and conference talks into notes, flashcards, and quizzes 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 note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Coconote is an AI note-taking app from Quizlet, Inc. that automatically generates organized notes, full transcripts, and study materials from a wide range of inputs. It accepts lectures, meetings, documents, PDFs, videos, web links, and audio files, and the app states it produces detailed, organized notes from any lecture, meeting, or document, so users with a backlog of recorded meetings or training videos can upload files and receive a structured summary and transcript in return. Alongside transcription and summarization, Coconote includes an AI chat feature that answers questions using the captured content, plus flashcard and quiz generation, study games, and the ability to convert notes into an AI-narrated podcast conversation. It supports more than 100 languages and syncs across iPhone, iPad, Apple Watch, Mac, Android, and the web so notes are available on any device. The product is geared toward students and professionals and highlights benefits for people with ADHD or auditory-processing challenges, while positioning itself as a legitimate learning aid rather than a way to bypass academic honor codes. Coconote is free to download and use to get started, with an Unlimited Pass subscription that adds unlimited notes, priority support, and additional features. The app is actively operating. 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
Coconote 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 | Coconote | FinMate AI |
|---|---|---|
| Core capability | Generates organized notes and full transcripts from audio and video | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Accepts lectures, meetings, documents, PDFs, videos, links, and audio | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI chat that answers questions from captured content | Recording and transcription of phone calls and in-person meetings |
| Integrations | Flashcard and quiz generation plus study games | Mobile app for capturing in-person meetings |
| Languages & capture | Converts notes into an AI-narrated podcast conversation | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Support for 100+ languages | Client mood and sentiment insights |
Coconote
Choose Coconote if you need students turning lectures and conference talks into notes, flashcards, and quizzes — strengths include versatile input handling (lectures, meetings, documents, videos, links, audio).
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.
Coconote
FinMate AI
It depends on your workflow. Coconote is strong for students turning lectures and conference talks into notes, flashcards, and quizzes, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Coconote 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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