FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Knowt: AI study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Knowt when generating flashcards and practice tests from course materials before exams 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 study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students.
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
Knowt is an AI-powered study platform built primarily for students and teachers that converts lectures and learning materials into organized study resources. Students can record a lecture live in the app or on the website, or upload existing audio, video, PDFs, and slide decks, and the platform's AI assistant (called Kai) generates summarized notes, flashcards, and practice quizzes from the content. Notes can be formatted as outlines or paragraphs, with adjustable detail levels, and the original audio is saved for reference. Beyond capture and transcription-driven summarization, Knowt functions as a broader study workspace, positioning itself as a free alternative to traditional flashcard apps and offering a large library of community-shared study materials. It also includes teacher-facing features for assigning material and tracking student progress. The tool spans web, iOS, and Android, making it usable across classroom, online-course, and self-study settings. Knowt is aimed at learners who want lecture capture to flow directly into reusable, exam-oriented study artifacts rather than just raw transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Knowt is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Knowt |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live lecture recording in app and on the web, plus upload of audio, video, PDFs, and slides |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated notes with adjustable formatting (outline or paragraph) and detail level |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic flashcard generation from lecture and document content |
| Integrations | Mobile app for capturing in-person meetings | Practice quiz and test creation from any note, PDF, or video |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Kai AI chat for explaining concepts and answering questions |
| Best-fit workflow | Client mood and sentiment insights | Large community library of shared study sets and teacher tools for assignments |
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.
Knowt
Choose Knowt if you need recording university lectures and turning them into structured study notes — strengths include combines capture, summarization, and active-recall study tools in one student-focused app.
FinMate AI
Knowt
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Knowt is strong for recording university lectures and turning them into structured study notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Knowt is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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