FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Laxis: AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Laxis when professionals who want searchable transcripts and ai summaries of recurring zoom, meet, or teams meetings 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.
AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync.
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
Laxis is an AI meeting assistant that captures, transcribes, and summarizes conversations from online and in-person meetings. It supports Zoom, Google Meet, Microsoft Teams, and Webex (plus Dialpad and Skype), and offers bot-free capture, an AI assistant that joins calls, or file uploads. Beyond transcription, it generates summaries that capture intent, extracts action items and key topics, and lets you query past meetings with an AI Chat. It includes report templates and a separate "Voice Keyboard" dictation tool that works across apps and strips filler words. Integrations include Salesforce, HubSpot, Slack, Notion, Google Calendar, a REST API with webhooks, and 7,000+ apps via Zapier. The free Basic plan provides 300 transcription minutes per month and 30 days of conversation history; paid plans add more minutes, AI writing, keyword tracking, and CRM automation.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Laxis is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Laxis |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries & action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI meeting chat |
| Integrations | Mobile app for capturing in-person meetings | CRM sync |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Voice Keyboard dictation |
| Best-fit workflow | Client mood and sentiment insights | Meeting transcription |
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.
Laxis
Choose Laxis if you need sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot — strengths include supports major conferencing platforms including zoom, google meet, microsoft teams, and webex.
FinMate AI
Laxis
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Laxis is strong for sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Laxis is from $0/mo. 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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