FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Mem: AI second-brain notes app that organizes captured information automatically and can record, transcribe, and summarize meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Mem when asking questions across an entire personal knowledge base 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.
AI second-brain notes app that organizes captured information automatically and can record, transcribe, and summarize 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
Mem is an AI-powered notes application positioned as an AI thought partner and second brain, built around the idea that users should not have to manually file information into folders and tags. Users capture notes through typing, voice brain dumps, a Chrome extension for web clipping, and mobile messaging for quick capture on the go, and Mem's AI organizes that material automatically into collections. For meetings, Mem can record, transcribe, and take notes, attaching both the audio and transcript for reference and cleaning up the result into structured notes. Its chat interface lets users ask questions in plain language across their entire note history, with answers synthesized from their own notes and cited to specific sources, so they can recall facts, summarize a span of meetings, or reorganize content by project or topic. A Heads Up feature surfaces related notes and timelines as context. Mem is aimed at knowledge workers, researchers, founders, and anyone who attends many meetings and wants a low-friction way to capture, retrieve, and synthesize information without spending time on manual organization. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Mem is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Mem |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic AI organization of captured notes into collections |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Records, transcribes, and summarizes meetings with audio and transcript attached |
| Team usage | Recording and transcription of phone calls and in-person meetings | Chat across your note history with cited answers from your own notes |
| Integrations | Mobile app for capturing in-person meetings | Voice brain dumps turned into organized notes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Chrome extension for web clipping and mobile quick capture |
| Best-fit workflow | Client mood and sentiment insights | Heads Up feature that surfaces related notes and context |
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.
Mem
Choose Mem if you need capturing and summarizing meetings alongside everyday notes — strengths include removes the need to manually organize notes with folders and tags.
FinMate AI
Mem
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Mem is strong for capturing and summarizing meetings alongside everyday notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Mem 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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