FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Minom: India-built AI meeting notes app that records conversations and generates speaker-aware minutes, decisions, and action items across major Indian languages. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Minom when generating minutes of meeting, decisions, and action items for indian teams 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.
India-built AI meeting notes app that records conversations and generates speaker-aware minutes, decisions, and action items across major Indian languages.
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
Minom is an India-built AI meeting notes application designed for multilingual Indian teams. It records in-person conversations through a device microphone and can also import online meeting transcripts, then produces speaker-aware summaries, minutes of meeting (MoM), decisions, and action items automatically. According to its official site, Minom is positioned specifically for Indian organizations and supports transcription in a broad set of Indian languages including Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, Malayalam, Bengali, and Punjabi, alongside English and other global languages. It is built to handle Indian accents and multi-speaker meeting flow, converting speech into structured text. The product supports conference-room/in-person recording and integration with Microsoft Teams meeting transcripts, with outputs organized into transcripts, summaries, decisions, speaker notes, and follow-up tasks. Minom is available as an Android app via Google Play, with an iOS version listed as coming soon, and offers a web dashboard for reviewing generated notes. It targets teams that conduct meetings in regional Indian languages and need accurate, structured documentation rather than relying on global tools optimized primarily for English. Pricing and full plan details are listed on the official website. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Minom is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Minom |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records in-person/conference-room conversations via microphone |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Generates speaker-aware summaries, decisions, and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Transcription support for many Indian languages (Hindi, Gujarati, Marathi, Tamil, Telugu, Kannada, Malayalam, Bengali, Punjabi) plus English and global languages |
| Integrations | Mobile app for capturing in-person meetings | Imports Microsoft Teams meeting transcripts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Produces structured minutes of meeting (MoM) and follow-up tasks |
| Best-fit workflow | Client mood and sentiment insights | Android app with web dashboard (iOS listed as coming soon) |
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.
Minom
Choose Minom if you need documenting multilingual business meetings held in hindi or regional indian languages — strengths include built specifically for multilingual indian teams and indian accents.
FinMate AI
Minom
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Minom is strong for documenting multilingual business meetings held in hindi or regional indian languages. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Minom 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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