FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetingsAI: Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline. 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 MeetingsAI when capturing interviews and voice messages on a phone, including offline 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.
Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline.
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
MeetingsAI is a mobile-first AI meeting assistant that records, transcribes, and summarizes meetings, interviews, calls, and voice messages, then extracts action items and to-dos from the results. Its distinguishing angle is a privacy-first design: it offers an on-device private AI mode that can run offline so audio never leaves the device, alongside an optional cloud AI mode for maximum accuracy. The app provides speaker identification, real-time translation across many languages, and a meeting chatbot that lets users query past discussions. Content can be brought in through audio and video file uploads, and recordings can be organized into folders for later reference. MeetingsAI works alongside common conferencing platforms such as Zoom, Google Meet, Microsoft Teams, and Webex through recorded-meeting imports rather than as a join-the-call bot, which suits sensitive or confidential conversations. Available for iOS and Android, it targets professionals who want meeting documentation while retaining control over where their data is processed. The product is actively maintained, with current pricing tiers, app-store listings, and supporting blog content, positioning it as a niche, privacy-oriented alternative to cloud-only note-takers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetingsAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetingsAI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device private AI transcription with offline capability |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optional cloud AI mode for higher accuracy |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries and automatic action-item extraction |
| Integrations | Mobile app for capturing in-person meetings | Speaker identification and real-time translation across many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Meeting chatbot to query past discussions |
| Best-fit workflow | Client mood and sentiment insights | Audio and video file uploads with folder-based organization |
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.
MeetingsAI
Choose MeetingsAI if you need transcribing and summarizing meetings where data privacy is a priority — strengths include on-device, offline mode keeps sensitive audio off external servers.
FinMate AI
MeetingsAI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetingsAI is strong for transcribing and summarizing meetings where data privacy is a priority. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetingsAI 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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