FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. meetXcc: Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and meetXcc when visual thinkers who want mind maps in addition to written summaries 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.
Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items.
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
meetXcc is a Chrome extension AI notetaker built for Google Meet that operates invisibly without adding a visible bot to the participant list. Once installed, it transcribes meetings in real time across a wide range of languages and converts the spoken conversation into structured outputs, including summaries, action items, and highlight extraction. A distinctive feature is its ability to render meeting content as mind maps, giving users a visual overview of topics and how a discussion progressed, alongside more conventional summaries organized by people, topics, and timeline. The extension supports inline note-taking during the call and includes an AI meeting helper for asking questions about what was discussed. Captured transcripts and notes can be exported with one click, emailed, or synced to cloud storage, and the product offers sharing options for distributing results to colleagues. meetXcc targets users who primarily meet on Google Meet and want a lightweight, bot-free capture experience that produces both readable notes and visual artifacts. The tool is actively maintained, with a free tier covering a limited number of meetings and a paid plan for unlimited use and enhanced AI capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); meetXcc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | meetXcc |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free, invisible capture inside Google Meet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription across many languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries organized by people, topics, and timeline |
| Integrations | Mobile app for capturing in-person meetings | Mind map generation from meeting content |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Action item and highlight extraction with inline note-taking |
| Best-fit workflow | Client mood and sentiment insights | One-click export, email, and cloud storage sync |
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.
meetXcc
Choose meetXcc if you need google meet users who want bot-free capture without an extra participant — strengths include invisible, bot-free capture avoids adding a participant to the call.
FinMate AI
meetXcc
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while meetXcc is strong for google meet users who want bot-free capture without an extra participant. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and meetXcc is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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