FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Ma Synthèse: A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France. 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 Ma Synthèse when documenting internal team meetings with auto-assigned tasks and reminders 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.
A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France.
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
Ma Synthèse is a French SaaS application from GetCaaS that automates meeting documentation through a three-step process: it captures and transcribes spoken exchanges, organizes the discussion by topic and by speaker, then generates a clear, structured meeting report. Each report surfaces decisions and important points and produces an action list assigned to individual participants, with the tool able to send those tasks out and remind people who forget them. Its defining angle is data sovereignty: the service runs on French infrastructure (Scaleway) using Mistral AI, keeps data in France, and is positioned as a GDPR-compliant alternative for organizations with strict confidentiality needs. It targets municipal councils, public bodies and law enforcement, as well as legal and medical professionals. Pricing is usage-based, calculated from meeting hours multiplied by the number of licenses, with one free hour per month per organization and no commitment; organizations above thirty licenses get a custom quote. Announced in June 2026, it was selected to present at VivaTech 2026.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Ma Synthèse is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Ma Synthèse |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of meeting audio into text |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification, organizing the discussion by who spoke |
| Team usage | Recording and transcription of phone calls and in-person meetings | Structured meeting minutes that surface decisions and key points |
| Integrations | Mobile app for capturing in-person meetings | Automatic action-item list with tasks assigned to each participant |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Task dispatch and reminders to participants who forget follow-ups |
| Best-fit workflow | Client mood and sentiment insights | Sovereign French hosting (Scaleway + Mistral AI) with GDPR compliance |
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.
Ma Synthèse
Choose Ma Synthèse if you need generating official minutes and action items for municipal council and public-body meetings — strengths include data sovereignty: french-hosted infrastructure and eu data-protection compliance, suited to confidential public-sector use.
FinMate AI
Ma Synthèse
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Ma Synthèse is strong for generating official minutes and action items for municipal council and public-body meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Ma Synthèse 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.
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