Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Evernote AI Meeting Notes when existing evernote users capturing meetings without adding another app 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.
Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI Meeting Notes is a feature built into Evernote, the long-running personal knowledge and note-taking application, that lets users capture meetings directly within their notes. For remote meetings it records audio from a web browser tab, and for in-person meetings it records through the device microphone; users can also upload pre-recorded audio files. Evernote then uses its AI Transcribe capability to convert the audio into text and can generate a summary, with optional speaker recognition that distinguishes between speakers (and lets users rename them so labels update across the transcript). A later addition lets users transcribe only a selected portion of a recording by choosing start and end timestamps. Because the feature lives inside Evernote, the resulting transcript and summary are saved as notes within the user's existing knowledge base, where they can be organized, searched, and connected to other material. AI Meeting Notes is aimed at existing Evernote users who want meeting capture without adopting a separate tool, and it is available on Mac, PC, and the web. 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
Evernote AI Meeting Notes 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 | Evernote AI Meeting Notes | FinMate AI |
|---|---|---|
| Core capability | Records remote meeting audio from a browser tab | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Records in-person meetings via device microphone | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Upload of pre-recorded audio files | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI transcription with optional summaries | Mobile app for capturing in-person meetings |
| Languages & capture | Speaker recognition with editable speaker labels | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Selective transcription of a chosen time range | Client mood and sentiment insights |
Evernote AI Meeting Notes
Choose Evernote AI Meeting Notes if you need existing evernote users capturing meetings without adding another app — strengths include meeting capture lives inside an existing personal knowledge base, avoiding a separate tool.
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.
Evernote AI Meeting Notes
FinMate AI
It depends on your workflow. Evernote AI Meeting Notes is strong for existing evernote users capturing meetings without adding another app, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Evernote AI Meeting Notes 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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