Edisyn: Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers. 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 Edisyn when getting live prompts and answers during sales or client calls 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.
Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Edisyn is a real-time AI meeting assistant created by a team of Turkish founders, designed to listen to a conversation as it happens and quietly support the participant. During a meeting, Edisyn produces a live transcript, detects questions, and offers suggested answers and follow-up questions intended to keep discussions on track and ensure each meeting ends with a clear next step. After the call, it generates summaries that highlight key points, decisions, and friction points so participants can review outcomes and act on them. The assistant is built to work with online meeting tools and aims to reduce the chance that follow-ups slip or important questions are missed in the moment. It markets itself around clarity and momentum in conversations rather than passive note-taking alone. The product offers a website with pricing, FAQ, and support resources, and it is presented as an active, downloadable service. Its origin reflects a Turkish engineering team building for both local Turkish and international meeting use. 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
Edisyn 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 | Edisyn | FinMate AI |
|---|---|---|
| Core capability | Real-time listening with live transcript during meetings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic question detection in conversations | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Suggested answers and follow-up questions in the moment | Recording and transcription of phone calls and in-person meetings |
| Integrations | Post-meeting summaries highlighting key points and decisions | Mobile app for capturing in-person meetings |
| Languages & capture | Catch-up summaries to recap missed discussion | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Designed for use with online meeting platforms | Client mood and sentiment insights |
Edisyn
Choose Edisyn if you need getting live prompts and answers during sales or client calls — strengths include real-time assistance during the call rather than only after it.
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.
Edisyn
FinMate AI
It depends on your workflow. Edisyn is strong for getting live prompts and answers during sales or client calls, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Edisyn 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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