FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. iMemo: Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries. 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 iMemo when transcribing lectures and interviews for later review matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries.
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
iMemo is an AI-powered audio note-taking app available on both iOS and Android that records, transcribes, and summarizes meetings, lectures, interviews, and personal notes. Users can capture high-quality audio directly in the app or import existing audio and video files in formats such as MP3, WAV, FLAC, and MP4, then have the content transcribed into searchable text across many languages. iMemo generates AI summaries from lengthy recordings, offers dual-language viewing for translation, and can identify issues and attributions within a conversation to help surface action items. Recordings and notes are organized into projects and folders with advanced search, and content can be exported in multiple formats including TXT, PDF, and several audio formats. iMemo records without joining calls as a bot participant, capturing audio on the device instead, and it emphasizes a privacy-focused approach where data stays on the device. The app is positioned for people who want to focus on a meeting or lecture without manually taking notes and review organized, searchable summaries afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); iMemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | iMemo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes meetings, lectures, and interviews on iOS and Android |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Imports audio/video files (MP3, WAV, FLAC, MP4, and more) |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries from long recordings with action-item identification |
| Integrations | Mobile app for capturing in-person meetings | Transcription and dual-language translation across 100+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Project and folder organization with advanced search |
| Best-fit workflow | Client mood and sentiment insights | Export to TXT, PDF, and multiple audio formats |
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.
iMemo
Choose iMemo if you need recording and summarizing in-person and virtual meetings — strengths include available on both ios and android, unlike many apple-only rivals.
FinMate AI
iMemo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while iMemo is strong for recording and summarizing in-person and virtual meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and iMemo 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 iMemo.
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.