FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Mina: An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Mina when running standups and filing tickets as an ai scrum facilitator 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.
An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation.
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
Mina is an AI meeting assistant designed to actively participate in calls rather than only record them. It joins meetings as a participant on Google Meet, Zoom, and Microsoft Teams, listens to the conversation, and can operate in a reactive mode that responds only when invoked with a wake phrase, or a proactive mode that listens continuously and takes actions on its own. During a meeting, Mina can capture decisions and action items, retrieve context from connected tools in real time, and generate outputs such as summaries, proposals, and follow-ups while the conversation is still in progress. It maintains memory across meetings and can be configured for different roles, such as a moderator, scrum facilitator, or interviewer. Mina connects with a broad set of business tools, including Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub, allowing it to update CRMs, file tickets, and push follow-ups as part of its workflow. It is aimed at sales teams that need live discovery support and instant CRM updates, customer success teams handling renewals and reviews, project teams running standups, and hiring managers, with the goal of reducing manual post-meeting work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Mina is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Mina |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Joins Google Meet, Zoom, and Teams as an active participant |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Reactive (wake-phrase) and proactive (always-on) operating modes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Live generation of summaries, proposals, action items, and follow-ups |
| Integrations | Mobile app for capturing in-person meetings | Real-time CRM and workflow updates to connected tools |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cross-meeting memory and configurable assistant roles |
| Best-fit workflow | Client mood and sentiment insights | Integrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub |
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.
Mina
Choose Mina if you need providing live discovery support and updating the crm during sales calls — strengths include acts during the meeting rather than only producing notes afterward.
FinMate AI
Mina
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Mina is strong for providing live discovery support and updating the crm during sales calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Mina 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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