FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetGeek: Auto-join recorder with meeting analytics and talk-time insights 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 MeetGeek when piping notes into slack, notion, and crms automatically matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Auto-join recorder with meeting analytics and talk-time insights
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
MeetGeek records and transcribes Zoom, Google Meet, and Microsoft Teams meetings in 100+ languages, then generates AI summaries, highlights, and action items. It connects to 7,000+ apps (Slack, Notion, HubSpot, Salesforce, Zapier, Make, n8n) and offers team workspaces and conversation analytics on higher tiers. The free Basic plan includes 3 hours of transcription per month; paid plans raise the limits and retention.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetGeek is from $9.99/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetGeek |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | 100+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | 7,000+ integrations |
| Integrations | Mobile app for capturing in-person meetings | Team analytics |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | 100+ languages |
| Best-fit workflow | Client mood and sentiment insights | AI summaries |
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.
MeetGeek
Choose MeetGeek if you need multilingual meeting transcription — strengths include free plan with 3 hours of transcription per month.
FinMate AI
MeetGeek
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetGeek is strong for multilingual meeting transcription. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetGeek is from $9.99/mo. 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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