FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Looppanel: AI research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository. 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 Looppanel when running thematic and sentiment analysis across research calls matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository.
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
Looppanel is an AI research and meeting assistant built for user interviews, usability tests and research calls. Its AI note-taker records or ingests interview recordings, transcribes the conversation, and automatically generates structured notes, quotes and summaries so researchers do not have to take notes manually during a session. The platform supports transcription in several languages and keeps recordings private without human access. Beyond transcription and notes, Looppanel adds an analysis layer: it performs AI thematic analysis to surface patterns across conversations, supports AI-assisted tagging tied to a discussion guide or emerging themes, runs sentiment analysis, and highlights important moments. Researchers can trace every insight back to the source recording, edit tags, search across projects, and share actionable video clips, with all findings collected in a central research repository for stakeholders. It also works with other data types such as survey responses and documents. Looppanel is aimed at UX researchers, product managers and design teams who run many interviews and need to turn recorded qualitative conversations into transcripts, notes and shareable insights faster than analyzing them by hand. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Looppanel is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Looppanel |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI note-taker that records and auto-generates notes from interviews and calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription with support for multiple languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI thematic analysis to surface patterns across conversations |
| Integrations | Mobile app for capturing in-person meetings | AI-assisted tagging based on discussion guides and emerging themes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Sentiment analysis and automatic highlighting of key moments |
| Best-fit workflow | Client mood and sentiment insights | Shareable video clips and traceable links back to source recordings |
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.
Looppanel
Choose Looppanel if you need transcribing and auto-noting user interviews and usability tests — strengths include purpose-built for interview transcription plus downstream qualitative analysis.
FinMate AI
Looppanel
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Looppanel is strong for transcribing and auto-noting user interviews and usability tests. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Looppanel is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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