FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetingNotes: Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and MeetingNotes when quickly turning a finished call into a structured summary with action items matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Chrome extension that joins browser-based Meet, Zoom, and Teams calls to provide real-time transcription and a structured AI summary afterward.
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
MeetingNotes (at meetingnotes.net) is an AI meeting notes Chrome extension that integrates with Google Meet, Zoom, and Microsoft Teams to capture meetings as they happen. Once installed and granted the required permissions, the extension records meeting content and provides real-time transcription, then produces a clear, structured AI summary as soon as the meeting ends so users do not have to take notes manually. Beyond raw transcripts, it highlights key insights and decisions and supports extracting action items, aiming to reduce the time spent reviewing long recordings. The product also offers an AI chat capability so users can ask questions and find specific topics or pain points within their captured meetings. As a lightweight browser-based tool, it targets individuals and small teams who want automatic notes across the major web conferencing platforms without standing up a heavier meeting-intelligence suite. The official site presents it as a real-time transcription and summary product with installation through the Chrome Web Store, and it is currently operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetingNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetingNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome extension for Google Meet, Zoom, and Microsoft Teams |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription during the meeting |
| Team usage | Recording and transcription of phone calls and in-person meetings | Structured AI summary generated automatically after the meeting |
| Integrations | Mobile app for capturing in-person meetings | Highlights of key insights, decisions, and action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI chat to search and ask questions across captured meetings |
| Best-fit workflow | Client mood and sentiment insights | Installed and run directly from the Chrome Web Store |
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.
MeetingNotes
Choose MeetingNotes if you need solo professionals who want automatic notes across meet, zoom, and teams — strengths include lightweight, browser-based setup with no separate desktop app.
FinMate AI
MeetingNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetingNotes is strong for solo professionals who want automatic notes across meet, zoom, and teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetingNotes 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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