FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Jamworks: AI note-taking and captioning tool that turns lectures and meetings into transcripts, summaries, captions and interactive study aids. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Jamworks when generating summaries and flashcards from recorded classes 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-taking and captioning tool that turns lectures and meetings into transcripts, summaries, captions and interactive study aids.
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
Jamworks is an AI-powered note-taking application focused on lectures, classes and meetings, with a strong emphasis on accessibility for students and educational institutions. It records or ingests spoken sessions and produces live captions and word-for-word transcripts with speaker titles, while automatically enhancing a user's own typed or handwritten notes using the lecture transcript. From each recording Jamworks generates AI summaries and highlights, breaks long sessions into digestible chapters, and lets users review content as captioned video clips, audio chapters and full transcripts. A built-in personal AI tutor, JamAI, uses the transcript of each session as reference material so learners can ask follow-up questions and get explanations on demand in many languages, and the tool can turn highlights into interactive flashcards and quiz-style study modes. Jamworks supports transcription and learning features across a range of languages and is designed with accessibility in mind, including screen-reader compatibility and standards-based compliance, making it especially useful for neurodivergent and disabled students. It works across mobile, tablet, laptop and web and integrates with major learning management systems, serving students, universities and other learners who need to capture and revisit spoken material. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Jamworks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Jamworks |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live captioning and word-for-word transcripts with speaker titles |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and automatic chaptering of lectures and meetings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Note enhancement that refines a user's own notes using the transcript |
| Integrations | Mobile app for capturing in-person meetings | JamAI personal tutor that answers questions using session transcripts in many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Interactive flashcards and quiz-style study modes generated from content |
| Best-fit workflow | Client mood and sentiment insights | Captioned video clips and audio chapters for review |
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.
Jamworks
Choose Jamworks if you need capturing and captioning university lectures for later study — strengths include strong accessibility focus suited to neurodivergent and disabled learners.
FinMate AI
Jamworks
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Jamworks is strong for capturing and captioning university lectures for later study. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Jamworks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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