FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. IceCubes: Bot-free Chrome and Edge extension that reads a meeting platform's own captions to transcribe and summarize Meet, Zoom, and Teams calls. 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 IceCubes when sales reps who want call summaries automatically tied to crm records 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.
Bot-free Chrome and Edge extension that reads a meeting platform's own captions to transcribe and summarize Meet, Zoom, and Teams calls.
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
IceCubes is an AI meeting assistant distributed as a browser extension for Chrome and Edge that captures meetings without sending a bot participant into the call. Instead of joining as a separate attendee, the extension reads the transcript directly from the conferencing platform's built-in closed-captioning service and maps speaker names from the meeting interface, then layers AI processing on top. It works with the web clients of Google Meet, Zoom, and Microsoft Teams, and supports additional platforms through web tab sharing. After a meeting, IceCubes produces AI summaries, extracts action items, and surfaces conversation insights, with custom 'Smart Tags' for pulling out specific information the user cares about. For revenue teams it adds sales-oriented features such as matching meetings to contacts, deals, and accounts in Salesforce and HubSpot, plus coaching and qualification frameworks. Because it relies on native captions rather than a visible recorder, it is positioned as avoiding the disruption and IT-policy friction of bot-based notetakers. The product is actively maintained, offers a free transcription tier without a credit card, and is operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); IceCubes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | IceCubes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome and Edge browser extensions |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot-free capture by reading the platform's own closed captions |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker identification mapped from the meeting UI |
| Integrations | Mobile app for capturing in-person meetings | AI summaries, action items, and custom Smart Tags |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Supports Google Meet, Zoom, and Microsoft Teams web clients |
| Best-fit workflow | Client mood and sentiment insights | CRM matching to contacts, deals, and accounts in Salesforce and HubSpot |
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.
IceCubes
Choose IceCubes if you need teams that need notes without a bot joining due to it or compliance constraints — strengths include no visible recording bot, reducing meeting disruption and policy friction.
FinMate AI
IceCubes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while IceCubes is strong for teams that need notes without a bot joining due to it or compliance constraints. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and IceCubes 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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