FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Jamie: A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Jamie when documenting in-person meetings without a recording bot 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.
A bot-free AI meeting assistant that records, transcribes, and summarizes online and in-person meetings via a desktop app, producing notes and action items in 99+ languages.
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
Jamie is an AI meeting note-taker built around a privacy-first, "bot-free" approach: instead of sending a bot into your call, it runs as a desktop app (plus an iPhone app) and captures audio locally, so it works with any online meeting platform as well as hybrid and in-person meetings. After each meeting it produces structured notes, a full transcript, and identified action items, and supports speaker recognition with auto-labeling and speaker memory. Its "Ask Jamie" chat lets you query past meetings to surface earlier details. Jamie generates summaries in 99+ languages and integrates with tools including Notion, Google Docs, OneNote, and HubSpot, with additional CRM and project integrations (Salesforce, Asana) on higher tiers. It emphasizes compliance with GDPR, EU data hosting, and not training models on customer data. The free plan covers 10 meetings per month with a 30-minute duration limit.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Jamie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Jamie |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free recording |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription & summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Action item detection |
| Integrations | Mobile app for capturing in-person meetings | Ask Jamie (meeting Q&A) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Speaker labeling & memory |
| Best-fit workflow | Client mood and sentiment insights | Bot-free recording |
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.
Jamie
Choose Jamie if you need capturing meeting notes and action items while staying fully present in the conversation — strengths include bot-free: captures audio locally via a desktop app, so no bot joins or appears in the call.
FinMate AI
Jamie
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Jamie is strong for capturing meeting notes and action items while staying fully present in the conversation. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Jamie 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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