FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Krisp: AI noise cancellation plus meeting recording, notes and action items 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 Krisp when clear audio for remote and call-center teams 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 noise cancellation plus meeting recording, notes and action items
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
Krisp removes background noise, background voices, and echo at the device level, so it works across Zoom, Google Meet, Microsoft Teams, and virtually any conferencing or calling app. Beyond noise cancellation, paid plans add unlimited AI meeting notes, transcription, recording, and accent conversion. The free plan covers 60 minutes of noise cancellation per day; AI meeting notes come with a 7-day trial and then require a paid plan.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Krisp is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Krisp |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI noise cancellation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI meeting notes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Transcription |
| Integrations | Mobile app for capturing in-person meetings | Accent conversion |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI noise cancellation |
| Best-fit workflow | Client mood and sentiment insights | AI meeting notes |
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.
Krisp
Choose Krisp if you need removing background noise on calls — strengths include best-in-class ai noise, voice, and echo cancellation.
FinMate AI
Krisp
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Krisp is strong for removing background noise on calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Krisp is from $8/mo. 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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