FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Knoi: AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A. 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 Knoi when running cross-border meetings with live korean-english translation 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.
AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A.
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
Knoi is an AI meeting assistant that records meetings and converts conversations into text in real time, then automatically generates summaries, highlights, and action items the moment a meeting ends. Built by Buzzni and available as a mobile app, Knoi focuses on capturing the full flow of a discussion so users can follow along live and revisit decisions afterward. It includes real-time translation across several languages, including Korean and English, to support meetings with global teams, and it organizes meeting notes into channels by team, project, or department so past meetings can be searched with context. An AI question-and-answer feature lets users ask questions such as what was decided in a meeting and receive context-aware answers drawn from the transcript. Knoi also supports custom summary templates for outputs like weekly reports and team updates, allowing users to tailor notes to their workflow. On the security side, the product describes encryption of meeting content and ongoing system monitoring. Knoi is presented as an actively operating product aimed at teams and professionals who want automated meeting documentation, organization, and multilingual support. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Knoi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Knoi |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time meeting recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic summaries, highlights, and action items after meetings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Live translation across multiple languages including Korean and English |
| Integrations | Mobile app for capturing in-person meetings | Channel-based organization of notes by team, project, or department |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI Q&A that answers questions about meeting content |
| Best-fit workflow | Client mood and sentiment insights | Custom summary templates for reports and updates |
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.
Knoi
Choose Knoi if you need documenting and summarizing team meetings automatically — strengths include strong support for korean-english multilingual meetings.
FinMate AI
Knoi
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Knoi is strong for documenting and summarizing team meetings automatically. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Knoi 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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