Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. 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 Fieldy when capturing notes from in-person client or sales meetings matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. 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
Fieldy 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 | Fieldy | FinMate AI |
|---|---|---|
| Core capability | Wearable hardware device (clip, pendant, or wrist) for hands-free capture | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Real-time transcription of in-person conversations | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic AI-generated summaries of captured audio | Recording and transcription of phone calls and in-person meetings |
| Integrations | Action items and reminders extracted from conversations | Mobile app for capturing in-person meetings |
| Languages & capture | AI chat interface to search and query past conversations | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | USB-C charging with multi-day battery and privacy indicator light | Client mood and sentiment insights |
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
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.
Fieldy
FinMate AI
It depends on your workflow. Fieldy is strong for capturing notes from in-person client or sales meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Fieldy 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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