FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MiaRec: MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers. 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 MiaRec when compliance teams recording and redacting calls to meet pci/pii/phi requirements matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
MiaRec is an AI-powered call recording, transcription, and conversation intelligence platform for contact centers.
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
MiaRec is a contact center intelligence platform built around compliant call recording, automatic speech-to-text transcription, and AI-driven conversation analytics. It captures voice interactions and can transcribe up to 100% of calls, automatically detecting and transcribing multiple languages within a single conversation. From those transcripts it generates structured call summaries, sentiment scores, and topic tags, and powers automated quality management (Auto QA) that evaluates interactions instead of relying on manual sampling. The platform also offers customer experience and revenue intelligence, screen recording, live monitoring, and automatic redaction of sensitive data such as card numbers, SSNs, and emails to support PCI DSS and PII/PHI compliance. It includes role-based access control, multi-tenant architecture, customizable retention policies, and API integration, and provides a tested integration for capturing Microsoft Teams contact center and back-office calls. MiaRec is aimed at contact center leaders, quality and compliance teams, sales managers, and customer service operations that need full visibility into recorded conversations rather than ad hoc sampling.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MiaRec is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MiaRec |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic speech-to-text transcription of up to 100% of calls with multi-language detection |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated call summaries, sentiment scoring, and topic/conversation tagging |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated quality management (Auto QA) that evaluates every interaction |
| Integrations | Mobile app for capturing in-person meetings | Automatic redaction of sensitive data (card numbers, SSNs, emails) for PCI/PII/PHI compliance |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Live call monitoring and screen recording |
| Best-fit workflow | Client mood and sentiment insights | Microsoft Teams integration plus API access, multi-tenant architecture, and role-based access control |
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.
MiaRec
Choose MiaRec if you need contact centers transcribing and analyzing customer calls for quality assurance and coaching — strengths include transcribes and analyzes the full volume of calls rather than relying on manual sampling.
FinMate AI
MiaRec
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MiaRec is strong for contact centers transcribing and analyzing customer calls for quality assurance and coaching. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MiaRec is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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