FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. 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 FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Genio when learners with disabilities using captions and transcripts for support matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students.
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
Genio, formerly known as Glean, is an assistive note-taking platform that helps students capture and learn from lectures and classes. It records class audio and provides live captions during the session, then generates a full transcript afterward, letting students focus on understanding rather than frantically writing notes. Genio lets learners add their own notes, organize material with AI-generated outlines, import slides and reading material, and review with study features such as quizzing, tying recorded audio together with class content. The platform is widely used by students, including learners with specific learning difficulties, and is adopted by educational institutions that provide it as a study and accessibility support tool. It works online or offline across devices, which suits classroom and lecture-hall environments. Genio is positioned as a mainstream learning tool that also supports accessibility needs. It is actively operating in 2025 and 2026, reporting use by well over a hundred thousand students and more than a thousand institutions, with active sign-in, pricing, and ongoing product development. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Genio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Genio |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Class and lecture audio recording with live captions |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Full transcript generation after the session |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI outlines and student-added notes tied to the recording |
| Integrations | Mobile app for capturing in-person meetings | Import of slides and reading materials into notes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Offline and cross-device capture for classrooms |
| Best-fit workflow | Client mood and sentiment insights | Class and lecture audio recording with live captions |
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.
Genio
Choose Genio if you need university students recording and reviewing lectures — strengths include purpose-built for education and lecture capture.
FinMate AI
Genio
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Genio is strong for university students recording and reviewing lectures. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Genio 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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