FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. JotMe: Multilingual AI meeting assistant offering live translation, transcription, and notes in many languages across major conferencing platforms. 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 JotMe when client calls where participants speak different languages matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Multilingual AI meeting assistant offering live translation, transcription, and notes in many languages across major conferencing platforms.
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
JotMe is an AI meeting assistant built around multilingual meetings and events, combining real-time translation, transcription and note generation in a single tool. Its live translation aims to preserve speaker context and intent while transcribing speech with speaker labels, and it can produce multilingual output so different participants can read transcripts, summaries and notes in their own language. After a session, JotMe generates structured meeting notes, summaries, key decisions and action items, and offers an 'Ask JotMe' feature for querying what was discussed without re-watching a recording. It can capture audio without requiring a bot to join the call, and also works as a standalone mobile app and Chrome extension, so it can be used for in-person conversations and events in addition to virtual meetings. JotMe integrates with major conferencing platforms including Zoom, Microsoft Teams, Google Meet and Webex, and lets teams share transcripts, notes and audio in each member's preferred language. It is aimed at organizations running multilingual operations, from internal cross-border meetings to client calls, conferences and live events where language differences would otherwise create friction. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); JotMe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | JotMe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time live translation across a large set of languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multilingual transcription with speaker labels |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI meeting notes, summaries, key decisions and action items |
| Integrations | Mobile app for capturing in-person meetings | 'Ask JotMe' query interface for past sessions |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bot-free capture plus mobile app and Chrome extension |
| Best-fit workflow | Client mood and sentiment insights | Integrations with Zoom, Microsoft Teams, Google Meet and Webex |
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.
JotMe
Choose JotMe if you need cross-border teams holding meetings in multiple languages — strengths include strong multilingual translation and transcription focus.
FinMate AI
JotMe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while JotMe is strong for cross-border teams holding meetings in multiple languages. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and JotMe 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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