FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Memo AI: AI transcription and meeting notetaker available as a Chrome extension and web app that records calls, generates transcripts with speaker labels, and produces AI summaries. 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 Memo AI when uploading recorded audio or video for transcription and summaries 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.
AI transcription and meeting notetaker available as a Chrome extension and web app that records calls, generates transcripts with speaker labels, and produces AI summaries.
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
Memo AI is an AI transcription and meeting notetaking tool offered both as a Chrome extension and as a web application. The Chrome extension records online meetings directly from the browser and automatically generates transcripts with speaker identification, structured notes that highlight key topics, and extracted action items. It supports a broad set of browser-based meeting platforms, including Google Meet, Zoom on the web, Microsoft Teams, and Webex, as well as webinars and any browser tab playing audio, giving it flexible coverage for different meeting environments. Beyond live capture, the companion web app accepts uploaded audio and video files, producing timestamped transcripts with clickable navigation, AI-generated summaries and key points, and exports to formats such as PDF, Word, and plain text. Memo AI also builds a searchable knowledge base of meeting history so teams can revisit past conversations, and it offers workspace and project organization for collaboration. The product positions itself for professionals who need both real-time browser capture and after-the-fact transcription of recorded media, combining a meeting notetaker workflow with a general transcription service in one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Memo AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Memo AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome extension that records and transcribes browser-based meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification and diarization in transcripts |
| Team usage | Recording and transcription of phone calls and in-person meetings | Structured notes, AI summaries, and action item extraction |
| Integrations | Mobile app for capturing in-person meetings | Support for Google Meet, Zoom web, Microsoft Teams, Webex, and any audio tab |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Web app for uploading and transcribing audio and video files |
| Best-fit workflow | Client mood and sentiment insights | Timestamped, clickable transcripts and exports to PDF, Word, and text |
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.
Memo AI
Choose Memo AI if you need transcribing live browser meetings across meet, zoom, teams, and webex — strengths include covers both live browser capture and uploaded-file transcription.
FinMate AI
Memo AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Memo AI is strong for transcribing live browser meetings across meet, zoom, teams, and webex. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Memo AI 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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