FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Metaview: AI notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Metaview when hiring managers generating consistent interview feedback and scorecards matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI notetaker and recruiting platform that joins interviews to auto-generate structured interview notes and feedback.
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
Metaview is an AI recruiting platform built specifically around the hiring interview as a meeting type. Its notetaker joins recruiting and hiring-manager calls, transcribes the conversation, and produces structured interview notes and summaries the moment the call ends, so interviewers can focus on the candidate instead of writing things down. The notes can be shaped to match a team's interview templates and scorecards, and the platform also supports bulk import of transcripts captured elsewhere. Beyond the notetaker, Metaview has expanded into a broader recruiting workflow that includes candidate search, reporting and analytics on hiring conversations, and AI agents for sourcing and screening, all with human oversight. It is used by recruiters, hiring managers, and executive-search and agency teams ranging from startups to large enterprises. For directory purposes, the core relevance is its interview-specific meeting capture: instead of generic meeting notes, it generates recruiting-oriented documentation tied to the structure of a hiring conversation, helping teams keep candidate feedback consistent and avoid chasing interviewers for write-ups. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Metaview is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Metaview |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI notetaker that joins recruiting and interview calls and captures the conversation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic structured interview notes and summaries delivered when the call ends |
| Team usage | Recording and transcription of phone calls and in-person meetings | Customizable note structures aligned to interview templates and scorecards |
| Integrations | Mobile app for capturing in-person meetings | Bulk import of transcripts captured on other platforms |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Reporting and analytics across interview conversations |
| Best-fit workflow | Client mood and sentiment insights | Candidate search and AI sourcing/screening agents within the wider platform |
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.
Metaview
Choose Metaview if you need recruiters capturing structured notes from candidate screening calls — strengths include purpose-built for the hiring-interview meeting type rather than generic notes.
FinMate AI
Metaview
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Metaview is strong for recruiters capturing structured notes from candidate screening calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Metaview 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.
More head-to-head comparisons involving FinMate AI and Metaview.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.