FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Meeting Ink: Taiwan-built AI meeting assistant that transcribes and summarizes online and in-person meetings, with strong Traditional Chinese, Taiwanese, and Hakka support. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Meeting Ink when cross-language teams that want transcripts and translated summaries from video calls 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.
Taiwan-built AI meeting assistant that transcribes and summarizes online and in-person meetings, with strong Traditional Chinese, Taiwanese, and Hakka support.
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
Meeting Ink is an AI meeting assistant developed in Taiwan that automatically records, transcribes, and summarizes both online video conferences and in-person meetings. It connects with Zoom, Google Meet, Microsoft Teams, and Webex, and can also record directly from a browser tab or take uploaded audio files. After a meeting, it produces contextual AI summaries using customizable templates, identifies and separates speakers, and lets users edit transcripts. A distinguishing strength is its localized language handling: alongside Traditional Chinese, English, and Japanese, it recognizes Taiwanese (Hokkien) and Hakka dialects, which sets it apart from most international tools that focus only on Mandarin. It offers multi-language translation, real-time captioning during meetings, custom industry terminology recognition, and Google Calendar integration so a bot can automatically join scheduled meetings. The product is available across web, iOS, Android, Windows, and Mac, plus a Chrome extension. Meeting Ink is actively operating with a free tier and several paid subscription plans, priced in New Taiwan Dollars, and draws on cloud and AI infrastructure from providers such as Microsoft Azure, AWS, OpenAI, and NVIDIA. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Meeting Ink is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Meeting Ink |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription and AI summaries for online and in-person meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Integrations with Zoom, Google Meet, Microsoft Teams, and Webex plus browser-tab recording |
| Team usage | Recording and transcription of phone calls and in-person meetings | Taiwanese (Hokkien) and Hakka dialect recognition in addition to Traditional Chinese, English, and Japanese |
| Integrations | Mobile app for capturing in-person meetings | Speaker identification, real-time captions, and multi-language translation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Customizable summary templates and custom terminology recognition |
| Best-fit workflow | Client mood and sentiment insights | Google Calendar integration with automatic bot attendance |
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.
Meeting Ink
Choose Meeting Ink if you need taiwanese teams needing meeting notes that capture local dialects and terminology — strengths include strong support for taiwanese and hakka dialects that most global tools lack.
FinMate AI
Meeting Ink
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Meeting Ink is strong for taiwanese teams needing meeting notes that capture local dialects and terminology. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Meeting Ink 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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