FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. HoverNotes: Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and HoverNotes when capturing code and diagrams from technical youtube lectures matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Chrome extension that watches lecture and course videos with you and generates AI notes saved as Markdown.
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
HoverNotes is an AI-powered note-taking tool delivered as a Chrome extension, designed for students and learners who study from recorded lectures and online course videos. Rather than relying on audio transcription alone, HoverNotes analyzes video frames as you watch, so it can capture on-screen context such as code snippets, mathematical equations, and diagrams alongside spoken content. The extension generates AI notes while you watch and saves them as plain Markdown files directly to your local file system, which makes them easy to use with tools like Obsidian or other Markdown-based knowledge bases. Users can also capture single-click screenshots embedded with clickable timestamps that jump back to the exact moment in the video. HoverNotes works across common video learning platforms including YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and university lecture portals. It runs on a freemium model with a limited monthly allotment of AI note generation on the free plan and paid tiers for heavier use. The tool is best suited to self-directed learners studying from video, and its local-Markdown approach appeals to people who want full ownership of their notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); HoverNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | HoverNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome extension that generates AI notes while watching videos |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Video frame analysis to capture on-screen code, equations, and diagrams |
| Team usage | Recording and transcription of phone calls and in-person meetings | Notes saved locally as Markdown files for use in Obsidian and similar tools |
| Integrations | Mobile app for capturing in-person meetings | One-click timestamped screenshots that link back to the video moment |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for YouTube, Coursera, Udemy, LinkedIn Learning, Bilibili, and lecture portals |
| Best-fit workflow | Client mood and sentiment insights | Freemium plan with paid tiers for more usage |
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.
HoverNotes
Choose HoverNotes if you need taking notes from coursera and udemy course videos — strengths include captures visual on-screen content, not just audio, for technical lectures.
FinMate AI
HoverNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while HoverNotes is strong for taking notes from coursera and udemy course videos. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and HoverNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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