FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Meeting Metrics: Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Meeting Metrics when searching and querying past meeting content via chat 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.
Swiss AI meeting intelligence platform with transcription, summaries and analytics, processed and stored on Swiss servers.
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 Metrics is a Swiss AI meeting intelligence platform operated by Meeting Metrics GmbH, based in St. Gallen, Switzerland, and associated with Emini Arts GmbH. It provides automatic transcription, summaries and analysis of meetings, supporting many languages with a particular emphasis on German and Swiss German dialects. Beyond producing transcripts, the platform offers speaker recognition, customizable summary templates, task management and an interactive chat function that lets users search and ask questions about meeting content. A central theme of the product is Swiss data sovereignty: audio files are processed and stored on Swiss servers, and enterprise plans can run local AI on Swiss infrastructure without relying on external APIs, with on-premise deployment under evaluation for sectors such as banking. The company notes ongoing development of mobile apps and integrations with conferencing platforms. Meeting Metrics is aimed at Swiss and DACH organizations that need accurate German and Swiss German meeting documentation combined with analytics, while keeping all processing inside Switzerland for compliance and confidentiality reasons. 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 Metrics is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Meeting Metrics |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription, summaries and meeting analytics |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker recognition with customizable summary templates |
| Team usage | Recording and transcription of phone calls and in-person meetings | Interactive chat to search and query meeting content |
| Integrations | Mobile app for capturing in-person meetings | Strong German and Swiss German language support across many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Processing and storage on Swiss servers, with local-AI enterprise options |
| Best-fit workflow | Client mood and sentiment insights | Automatic transcription, summaries and meeting analytics |
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 Metrics
Choose Meeting Metrics if you need transcribing and analyzing german and swiss german meetings — strengths include swiss data sovereignty with processing and storage in switzerland.
FinMate AI
Meeting Metrics
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Meeting Metrics is strong for transcribing and analyzing german and swiss german meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Meeting Metrics 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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