FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Loka Note: AI meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin. 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 Loka Note when recording and summarizing in-person discussions by placing a phone on the table 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 meeting notes tool built for Nigerian users, transcribing and summarizing conversations across English, Hausa, Yoruba, and Nigerian Pidgin.
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
Loka Note is an AI meeting assistant aimed at the Nigerian market, designed to record, transcribe, summarize, and analyze conversations. Its defining feature is multilingual coverage of English, Hausa, Yoruba, and Nigerian Pidgin, including code-switching where speakers mix these languages within a single conversation. Loka Note records directly from the browser without requiring downloads, plugins, or a bot joining the call, and it can capture both remote calls and in-person discussions when a phone is placed on the table to pick up audio. After a meeting ends, the tool generates a structured summary with key decisions and action items, alongside a searchable transcript. An Ask Loka chat feature lets users query their past meetings in natural language, in English, Hausa, or Yoruba, to retrieve specific decisions or tasks. Summaries can be exported to PDF for sharing, and an archive keeps transcripts searchable over time. The product is live with sign-up, login, and subscription plans, positioning it as a locally optimized option for professionals in Nigeria. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Loka Note is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Loka Note |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcription and summaries with support for English, Hausa, Yoruba, and Nigerian Pidgin |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Handling of code-switching between languages within a conversation |
| Team usage | Recording and transcription of phone calls and in-person meetings | Browser-based recording with no bot, app, or plugin required |
| Integrations | Mobile app for capturing in-person meetings | Capture of both remote calls and in-person meetings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Action item extraction and structured summaries |
| Best-fit workflow | Client mood and sentiment insights | Ask Loka natural-language chat over past meeting transcripts |
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.
Loka Note
Choose Loka Note if you need capturing client meetings conducted in mixed english and nigerian languages — strengths include strong support for nigerian languages including mixed-language speech.
FinMate AI
Loka Note
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Loka Note is strong for capturing client meetings conducted in mixed english and nigerian languages. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Loka Note is a free tier with paid upgrades. 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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