FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Gilbert when tracking decisions and action items from meetings automatically matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure.
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
Gilbert is a French AI meeting note taker developed by the startup Lexia France, designed and hosted in France with a strong sovereignty focus. It captures meetings live across desktop, mobile and web and automatically produces structured meeting reports that include summaries, decisions and assigned action items. The product is built around proprietary French language models and a custom terminology dictionary that lets users add domain-specific terms, and it offers natural-language search across past meetings. A defining characteristic is its data-sovereignty stance: Gilbert states that data is hosted on OVHcloud infrastructure with SecNumCloud qualification from the French cybersecurity authority ANSSI, that no data crosses the Atlantic, and that it does not rely on third-party model providers. The company lists SOC 2 Type 2, ISO 27001 and GDPR compliance. Gilbert integrates with many business tools, including native connections to Slack, Notion, HubSpot, Salesforce and Teams plus broad coverage through Zapier. It targets French-speaking organizations, particularly those in regulated or sovereignty-sensitive sectors, that want automated French meeting documentation kept entirely within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Gilbert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Gilbert |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live meeting capture across desktop, mobile and web |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Structured reports with summaries, decisions and assigned actions |
| Team usage | Recording and transcription of phone calls and in-person meetings | Proprietary French language models and custom terminology dictionary |
| Integrations | Mobile app for capturing in-person meetings | Natural-language search across past meetings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Hosting in France on OVHcloud SecNumCloud infrastructure with no transatlantic data transfer |
| Best-fit workflow | Client mood and sentiment insights | Live meeting capture across desktop, mobile and web |
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.
Gilbert
Choose Gilbert if you need generating french meeting reports for sovereignty-sensitive sectors — strengths include strong french data-sovereignty posture with anssi-qualified secnumcloud hosting.
FinMate AI
Gilbert
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Gilbert is strong for generating french meeting reports for sovereignty-sensitive sectors. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Gilbert 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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