FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. HeyMarvin: AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository. 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 HeyMarvin when product teams clustering interview feedback into shareable themes 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.
AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository.
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
HeyMarvin (Marvin) is an AI-native customer insights platform aimed at user-research and product teams, with the research interview as its central meeting type. During live user-research calls it records sessions, transcribes them automatically, and lets researchers capture time-stamped notes and highlights, including collaborative live note-taking with teammates. After the session, its AI workflows distill feedback into themes and patterns, and an Ask AI feature lets teams query their data and get answers with citations back to the source clips. Everything feeds a centralized, searchable research repository that brings qualitative and quantitative inputs together from many sources, so insights are not scattered across documents and recordings. The platform also offers AI-moderated interviews in multiple languages, video clips and curated playlists for sharing findings, and integrations with tools used to distribute insights. It includes privacy and security features such as PII redaction and enterprise compliance. For a meeting-tools directory, its relevance is the combination of interview capture, AI notetaking, and a repository tuned for analyzing user-research conversations rather than general meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); HeyMarvin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | HeyMarvin |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and automatically transcribes user-research interview calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Time-stamped notes and collaborative live note-taking during sessions |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI thematic analysis that clusters feedback into themes and patterns |
| Integrations | Mobile app for capturing in-person meetings | Ask AI querying across research data with citations to source clips |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Searchable centralized research repository combining many data sources |
| Best-fit workflow | Client mood and sentiment insights | Video clips, highlight reels, and insight reports for sharing findings |
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.
HeyMarvin
Choose HeyMarvin if you need ux researchers transcribing and tagging user-interview calls — strengths include tailored to user-research interviews rather than generic meeting notes.
FinMate AI
HeyMarvin
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while HeyMarvin is strong for ux researchers transcribing and tagging user-interview calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and HeyMarvin 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.
More head-to-head comparisons involving FinMate AI and HeyMarvin.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
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.
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.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.