FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Lark Minutes: The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Lark Minutes when distributed teams translating meeting minutes across languages 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.
The AI meeting transcription and notes feature within the Lark productivity suite, turning video meetings into searchable transcripts with summaries.
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
Lark Minutes is the meeting transcription and AI notes feature embedded in Lark, an all-in-one productivity suite that combines messaging, documents, calendar, and video meetings. Minutes automatically transcribes video meetings into transcripts that users can view, search, and collaborate on, so teams can focus on the discussion instead of manual note-taking. The transcripts are interactive: users can post comments on specific parts of the conversation or react with emojis, making the meeting record a collaborative document rather than a static file. Playback tools let users adjust speed, fast-forward or rewind to points of interest, and skip silent sections. Minutes pairs with Lark's AI Meeting Notes capability to produce smart summaries, and meeting minutes can be translated between languages with one click, which is useful for distributed and multilingual teams. Because it is part of the broader Lark suite, transcripts and notes sit alongside the calendar, chat, and documents that teams already use, keeping meeting output within the same workspace. Lark Minutes is positioned for organizations that want integrated meeting transcription and summaries inside their primary collaboration platform rather than adopting a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Lark Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Lark Minutes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of video meetings into searchable transcripts |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated meeting summaries via Lark's AI Meeting Notes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Collaborative transcripts with comments and emoji reactions on specific parts |
| Integrations | Mobile app for capturing in-person meetings | One-click translation of meeting minutes between languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Playback controls including custom speed and silence skipping |
| Best-fit workflow | Client mood and sentiment insights | Integrated within the Lark suite alongside calendar, chat, and documents |
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.
Lark Minutes
Choose Lark Minutes if you need lark users transcribing and summarizing internal video meetings — strengths include built into the lark productivity suite, keeping notes with calendar and docs.
FinMate AI
Lark Minutes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Lark Minutes is strong for lark users transcribing and summarizing internal video meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Lark Minutes 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.
More head-to-head comparisons involving FinMate AI and Lark Minutes.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.