FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetMinutes: An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual support. 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 MeetMinutes when capturing and summarizing multilingual or mixed-language meetings matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
An AI notetaker that records, transcribes, and summarizes online and offline meetings across major platforms with multilingual 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
MeetMinutes is an AI-powered notetaker that records, transcribes, and summarizes both online and offline meetings. It integrates with major meeting platforms including Google Meet, Microsoft Teams, and Zoom, and syncs with Google Calendar and Microsoft Calendar so meetings can be captured automatically as they are scheduled. A notable emphasis is multilingual transcription, with the company describing support for multiple languages within the same meeting. After a meeting, MeetMinutes produces AI summaries and converts discussion into action items that can be pushed into compatible to-do tools. It offers search across meetings to locate specific words and timestamps, and a chat interface that lets users query their meetings through an AI assistant. The platform emphasizes data protection with GDPR compliance, encrypted storage, and secure transmission. MeetMinutes is oriented toward enterprises and teams seeking to reduce manual note-taking and standardize meeting documentation, and it states that it is used by a range of larger organizations. It suits teams that hold meetings across several platforms and need consistent, searchable summaries and action-item tracking. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetMinutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetMinutes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, transcribes, and summarizes online and offline meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Integrations with Google Meet, Microsoft Teams, and Zoom |
| Team usage | Recording and transcription of phone calls and in-person meetings | Google and Microsoft calendar sync for automatic capture |
| Integrations | Mobile app for capturing in-person meetings | Multilingual transcription, including multiple languages in one meeting |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Action items that export to compatible to-do tools |
| Best-fit workflow | Client mood and sentiment insights | Search across meetings by word and timestamp, plus an AI chat interface |
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.
MeetMinutes
Choose MeetMinutes if you need teams running meetings across zoom, teams, and google meet — strengths include strong multilingual support, including mixed-language meetings.
FinMate AI
MeetMinutes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetMinutes is strong for teams running meetings across zoom, teams, and google meet. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetMinutes 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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