FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Modjo: French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France. 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 Modjo when european companies needing conversation intelligence with eu data hosting 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.
French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France.
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
Modjo is a conversation- and revenue-intelligence platform founded in Paris, France, and aimed primarily at sales teams. It integrates with phone systems, video-conferencing tools, email, and calendars to automatically capture and transcribe business conversations in many languages, then applies AI to summarize calls and meetings and extract actionable insights. Beyond transcription and summaries, Modjo focuses on the revenue workflow: it scores calls, surfaces signals such as expansion opportunities, churn risk, and competitor mentions, automates CRM updates, and provides coaching feedback to help representatives improve. It offers AI agents and integrates natively with CRMs including Salesforce and HubSpot so insights are available where sales teams already work. Modjo positions itself as a European option for conversation intelligence: its data is hosted in France on AWS servers in the Paris region, and it states GDPR compliance and SOC 2 Type II certification, which is relevant for European organizations with data-residency requirements. It is used by a range of European companies. Modjo is best for sales and revenue teams, especially those in Europe, that want call recording, transcription, and deal intelligence with European data hosting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Modjo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Modjo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic capture and transcription of calls and meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI call scoring and conversation analytics |
| Team usage | Recording and transcription of phone calls and in-person meetings | Deal-signal detection (expansion, churn risk, competitors) |
| Integrations | Mobile app for capturing in-person meetings | Automated CRM updates and AI agents |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Native Salesforce and HubSpot integration |
| Best-fit workflow | Client mood and sentiment insights | Data hosted in France with GDPR and SOC 2 Type II |
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.
Modjo
Choose Modjo if you need sales teams analyzing and coaching on call performance — strengths include european data hosting with gdpr and soc 2 type ii claims.
FinMate AI
Modjo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Modjo is strong for sales teams analyzing and coaching on call performance. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Modjo is a free tier with paid upgrades. 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.
More head-to-head comparisons involving FinMate AI and Modjo.
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.