FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. HyNote: AI note taker that records meetings, audio, and PDFs without a bot, generating transcripts, summaries, and action items. 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 HyNote when turning pdfs, web pages, and youtube videos into concise notes 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.
AI note taker that records meetings, audio, and PDFs without a bot, generating transcripts, summaries, and action items.
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
HyNote is an AI note-taking app that transforms meetings, audio recordings, and a range of other content into structured, searchable notes with summaries and action items. For meetings, HyNote records live sessions on platforms such as Zoom, Google Meet, Teams, and Webex without requiring a separate meeting bot to join the call, and it can also process uploaded audio files. It transcribes speech with speaker identification, supports many languages with timestamps, and uses AI to generate instant summaries, key points, action items, and meeting minutes. Beyond meetings, HyNote accepts multiple input types including recorded files, PDFs, images via OCR, web page capture, phone calls, and YouTube links, making it a general-purpose capture and summarization tool. It is available across web, iOS, Android, iPad, Apple Watch, and a Chrome extension, with cross-device syncing so notes stay consistent everywhere. HyNote is aimed at professionals and students such as product managers, sales teams, researchers, founders, creative teams, and people in healthcare and legal roles who need reliable, organized notes from conversations and documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); HyNote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | HyNote |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-less recording of meetings on Zoom, Google Meet, Teams, and Webex |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription with speaker identification across 50+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries, key points, action items, and meeting minutes |
| Integrations | Mobile app for capturing in-person meetings | Multimodal capture including PDFs, images via OCR, web pages, and YouTube links |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cross-platform apps for web, iOS, Android, iPad, and Apple Watch |
| Best-fit workflow | Client mood and sentiment insights | Chrome extension with real-time cross-device syncing |
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.
HyNote
Choose HyNote if you need recording and summarizing online or in-person meetings without a bot — strengths include captures meetings without injecting a bot into the call.
FinMate AI
HyNote
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while HyNote is strong for recording and summarizing online or in-person meetings without a bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and HyNote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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