FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. meetergo: German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and meetergo when recording and summarising meet, zoom or teams calls without a visible bot 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.
German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes.
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
meetergo is a German platform from meetergo GmbH, based in Monheim am Rhein, that combines appointment scheduling with meeting productivity tools and a strong emphasis on data sovereignty. While its core is GDPR-compliant scheduling and video conferencing, meetergo also offers meetergo Log, a desktop application focused on meeting transcription and AI-generated minutes. meetergo Log records meetings from Google Meet, Zoom and Microsoft Teams locally, processing audio on the user's device with local AI models rather than uploading streams to external servers, so participants do not see a separate recording bot in the call. It transcribes in real time, supports 40+ languages with automatic detection, and generates structured minutes that capture decisions and tasks, with full-text search across past transcripts and the ability to import existing audio files. The desktop app runs on macOS and Windows, with Linux noted as planned. meetergo positions itself as solving the two-app problem by uniting scheduling and meeting notes in one ecosystem, with company data stored on servers in Europe. As of 2025/2026 the official website resolves to a live, actively developed product. It suits European teams that want scheduling plus privacy-first local meeting transcription from a single German vendor. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); meetergo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | meetergo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | meetergo Log desktop app for local, bot-free meeting transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | On-device AI processing of recordings rather than uploading audio to the cloud |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time transcription with 40+ languages and auto-detection |
| Integrations | Mobile app for capturing in-person meetings | AI-generated structured minutes capturing decisions and tasks |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Full-text search across past transcripts and audio file import |
| Best-fit workflow | Client mood and sentiment insights | Integrated scheduling and video-conferencing within the same platform |
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.
meetergo
Choose meetergo if you need european teams wanting gdpr-focused scheduling plus local meeting transcription — strengths include local, bot-free recording with a privacy-first, german/eu data approach.
FinMate AI
meetergo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while meetergo is strong for european teams wanting gdpr-focused scheduling plus local meeting transcription. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and meetergo 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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