FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Google Pinpoint when organizing and searching large evidence collections for investigations 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.
Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents.
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
Google Pinpoint is a research tool for journalists, part of Google's Journalist Studio, that helps reporters explore and analyze large collections of documents, audio, and video using Google's search and AI technology. Among its core capabilities, Pinpoint transcribes uploaded audio and video recordings, such as interviews, speeches, hearings, press conferences, and meetings, into searchable text, so spoken content can be searched and cross-referenced alongside other documents in a collection. Beyond transcription, it lets journalists organize and search across large document sets, highlight names and organizations, and check claims with integrated Google Search. It is designed for investigative reporting, fact-checking, and document-heavy research workflows, and it has been used by newsrooms to organize and analyze evidence at scale. Pinpoint is offered through Google's Journalist Studio with substantial cloud storage for uploaded files, and access to certain generative AI features may require applying for early access. Because it converts recorded interviews into searchable transcripts within a research workspace, it is well suited to journalists and researchers who need to manage and query both spoken and written source material in one place. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Google Pinpoint is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Google Pinpoint |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcription of uploaded audio and video into searchable text |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Search and analysis across large document and media collections |
| Team usage | Recording and transcription of phone calls and in-person meetings | Highlighting of names and organizations across sources |
| Integrations | Mobile app for capturing in-person meetings | Integrated claim checking with Google Search |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cloud storage for documents, audio, and video files |
| Best-fit workflow | Client mood and sentiment insights | Collaboration features within the Journalist Studio workspace |
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.
Google Pinpoint
Choose Google Pinpoint if you need transcribing recorded interviews into searchable text for reporting — strengths include purpose-built for journalists and document-heavy investigative research.
FinMate AI
Google Pinpoint
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Google Pinpoint is strong for transcribing recorded interviews into searchable text for reporting. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Google Pinpoint 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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