FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Meetingflow: AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings. 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 Meetingflow when logging meeting outcomes and updating salesforce or hubspot in one click 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.
AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings.
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
Meetingflow is an AI meeting assistant aimed at sales teams selling to enterprise, distributed across multiple channels including a Chrome extension, a Microsoft Teams and Microsoft 365 add-on via AppSource, and a Slack integration, in addition to a web application. It records and transcribes meetings and generates AI summaries, but its emphasis is on the full sales workflow: preparing for calls, staying engaged during them, and following up afterward. A notable capability is the ability to chat with a meeting transcript using AI, allowing users to ask questions such as recapping a call, identifying objections, or drafting a proposal or follow-up email based on what was discussed. Meetingflow connects to CRMs including Salesforce and HubSpot, enabling one-click updates and meeting logging so that notes and outcomes flow into the systems sales teams already use. It also supports collaborative notes without recording for situations where capture is not appropriate. The product highlights security and compliance credentials such as SOC 2 Type 2, GDPR, and CCPA. Meetingflow is positioned for sellers and revenue teams who want preparation, capture, AI querying, and CRM follow-up combined in one assistant rather than transcription alone. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Meetingflow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Meetingflow |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording, transcription, and AI summaries for meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Chat-with-transcript AI for recaps, objections, and drafting follow-ups |
| Team usage | Recording and transcription of phone calls and in-person meetings | Distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration |
| Integrations | Mobile app for capturing in-person meetings | CRM integration with Salesforce and HubSpot, including one-click updates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Meeting preparation tools and collaborative notes without recording |
| Best-fit workflow | Client mood and sentiment insights | Follow-up email drafting from meeting content |
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.
Meetingflow
Choose Meetingflow if you need sales reps preparing for and following up on enterprise meetings — strengths include available across chrome, microsoft teams/365, and slack rather than a single channel.
FinMate AI
Meetingflow
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Meetingflow is strong for sales reps preparing for and following up on enterprise meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Meetingflow is a free tier with paid upgrades. 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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