Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. 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 Condens when transcribing and tagging user interview recordings 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.
UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Condens is a user research platform that helps research teams store, analyze, share, and scale customer data in one collaborative hub. It supports importing recordings, notes, and user feedback, and provides automated multilingual transcription with AI-powered speaker recognition and automated captions. For analysis, Condens offers a split-screen interface that lets researchers review raw data and tag it simultaneously, along with AI-driven pattern identification across datasets and quick generation of evidence-backed findings. All research lives in a searchable, centralized repository with cross-project insight discovery, filtering, and role-based access control for managing confidential data. Condens emphasizes real-time collaboration, allowing multiple team members to build, edit, and tag data together, and integrates with tools such as Slack, Teams, Figma, and Miro, plus whiteboard functionality for interactive sessions. Additional AI capabilities include automated bookmarking, summarization, and pattern detection across multiple studies. Positioned as a lean, practical tool for researchers who want to move quickly, Condens aims to streamline the path from interview transcripts to shareable insights without the overhead of heavier enterprise systems. 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
Condens 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 | Condens | FinMate AI |
|---|---|---|
| Core capability | Automated multilingual transcription with speaker recognition and captions | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Split-screen interface for simultaneous data review and tagging | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI-driven pattern identification across datasets | Recording and transcription of phone calls and in-person meetings |
| Integrations | Searchable centralized repository with cross-project discovery | Mobile app for capturing in-person meetings |
| Languages & capture | Real-time collaborative analysis and tagging | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Integrations with Slack, Teams, Figma, and Miro plus whiteboards | Client mood and sentiment insights |
Condens
Choose Condens if you need transcribing and tagging user interview recordings — strengths include fast, practical workflow from transcript to tagged insights.
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.
Condens
FinMate AI
It depends on your workflow. Condens is strong for transcribing and tagging user interview recordings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Condens 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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