FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetFlow: Norwegian-built AI meeting assistant with Nordic-language transcription, agenda suggestions and decision tracking. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and MeetFlow when tracking decisions and follow-up tasks across recurring meetings 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.
Norwegian-built AI meeting assistant with Nordic-language transcription, agenda suggestions and decision tracking.
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
MeetFlow is an AI meeting assistant developed by a Norwegian company that goes beyond plain transcription to act as an active meeting helper. It transcribes meetings and produces structured summaries and takeaways, while also offering features such as agenda suggestions drawn from prior meetings, decision and task tracking with deadline reminders, and language and sentiment analysis. The platform supports a dozen languages including Norwegian, Swedish and Danish, and can recognize multiple languages used within a single meeting, which suits Nordic teams that mix languages. MeetFlow markets GDPR-conscious, security-minded operation aimed at Nordic businesses, and provides industry-tailored variants for areas such as sales, healthcare and education. A free trial is available without requiring a credit card. The product positions itself as a meeting-intelligence layer that builds a project history and knowledge base over time rather than only delivering a one-off transcript, making it most relevant to Norwegian and broader Nordic organizations that want native-language meeting support combined with ongoing tracking of decisions and follow-ups across recurring meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetFlow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetFlow |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcription with Nordic-language support (Norwegian, Swedish, Danish) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multi-language recognition within a single meeting |
| Team usage | Recording and transcription of phone calls and in-person meetings | Structured summaries and takeaways |
| Integrations | Mobile app for capturing in-person meetings | Agenda suggestions based on meeting history |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Decision and task tracking with deadline reminders |
| Best-fit workflow | Client mood and sentiment insights | Language and sentiment analysis |
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.
MeetFlow
Choose MeetFlow if you need transcribing and summarizing norwegian, swedish or danish meetings — strengths include built by a norwegian company with native nordic-language focus.
FinMate AI
MeetFlow
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetFlow is strong for transcribing and summarizing norwegian, swedish or danish meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetFlow 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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