FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Lindy: AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Lindy when automating follow-up emails and crm updates after 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 assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks.
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
Lindy is an AI assistant platform whose meeting notetaker joins video calls to record, transcribe, and summarize conversations, and then automate follow-up work. For meetings, Lindy connects to Zoom, Google Meet, and Microsoft Teams, captures the call, transcribes the discussion in real time, and produces summaries with action items, along with searchable transcripts for later reference. What distinguishes Lindy from a standalone notetaker is that it is part of a broader AI assistant and automation system: after a meeting it can use the transcript to draft follow-up emails, update a CRM, schedule the next meeting, and trigger other workflows across connected apps such as Gmail, Slack, and calendar tools. Users can configure the meeting notetaker from a template and extend it with custom automations. Lindy is aimed at professionals and teams who want their meeting recordings and notes to flow directly into downstream tasks, particularly sales, customer-facing, and operations roles that rely heavily on post-meeting actions and tooling integrations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Lindy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Lindy |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription with summaries and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Searchable transcripts of past meetings |
| Integrations | Mobile app for capturing in-person meetings | Post-meeting automations such as drafting emails and updating a CRM |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrations with apps like Gmail, Slack, and calendars |
| Best-fit workflow | Client mood and sentiment insights | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
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.
Lindy
Choose Lindy if you need capturing and summarizing sales and client calls — strengths include connects meeting notes directly to follow-up tasks and workflows.
FinMate AI
Lindy
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Lindy is strong for capturing and summarizing sales and client calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Lindy is a free tier with paid upgrades. 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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