FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetCatch: A no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries. 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 MeetCatch when product managers and team leads summarizing recurring meetings into shareable bullet-point notes 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 no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries.
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
MeetCatch is a lightweight AI note-taking Chrome extension built exclusively for Google Meet. Instead of joining a call as a separate bot participant, it runs locally in the browser and activates automatically in a private side panel, so other attendees receive no join notification and nothing visibly records the screen. As the meeting proceeds, MeetCatch processes the call audio through its extension environment, then generates a clean, formatted summary rather than a raw word-for-word dump. Its auto-editing cleans up notes by fixing grammar and typos, removing filler words, and structuring content into readable paragraphs and bullet points. It also handles mixed-language conversations and outputs the transcript and summary in English. When the meeting ends, the finished notes can be exported as TXT or PDF. The company positions it for people who live in meetings, such as sales teams, product managers, consultants, freelancers, and students. On privacy, MeetCatch states it does not store meeting audio after processing is complete.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetCatch is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetCatch |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | No-bot capture that runs as a browser extension and never joins the call as a participant |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Private side panel that activates automatically when you join a Google Meet |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries that capture intent rather than producing a raw word-for-word transcript |
| Integrations | Mobile app for capturing in-person meetings | Auto-editing that fixes grammar and typos, removes filler words, and structures notes into paragraphs and bullets |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-language handling that processes mixed-language meetings and outputs results in English |
| Best-fit workflow | Client mood and sentiment insights | Export of finished notes as TXT or PDF |
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.
MeetCatch
Choose MeetCatch if you need sales reps and consultants capturing call notes without alerting clients to a recording bot — strengths include invisible, bot-free approach means no join notification to other participants.
FinMate AI
MeetCatch
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetCatch is strong for sales reps and consultants capturing call notes without alerting clients to a recording bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetCatch 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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