FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. myMeet.ai: AI meeting assistant that joins calls to record, transcribe, summarize, and extract action items across video platforms. 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 myMeet.ai when sales and client teams reviewing call decisions and follow-ups 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.
AI meeting assistant that joins calls to record, transcribe, summarize, and extract action items across video platforms.
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
myMeet.ai is an AI meeting assistant that joins your video calls, records them, and produces structured documentation from the conversation. It captures meetings either by sending a bot to join the call, by connecting to your calendar so it can join scheduled meetings automatically, or by accepting uploaded recordings. From the captured audio and video it generates transcripts with speaker labels and chapter markers synchronized to the recording, then applies AI to summarize key points, identify decisions and blockers, and capture action items. The platform offers pre-built and custom AI templates so users can shape how meetings are analyzed, and an interactive query feature that lets you ask questions about a meeting to pull out specific information. Reports can be exported in DOCX, PDF, and Markdown, and the tool connects with calendar applications, CRM systems, and messaging tools for distribution and follow-up. myMeet.ai supports a large number of languages and integrates with multiple video conferencing platforms, making it suitable for distributed and multilingual teams, sales and client-facing roles, and anyone who wants searchable, structured meeting records without taking notes manually. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); myMeet.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | myMeet.ai |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot joins calls or auto-joins via calendar integration to record meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker-labeled transcripts with chapter markers synced to audio/video |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries highlighting key points, decisions, and action items |
| Integrations | Mobile app for capturing in-person meetings | Pre-built and custom AI analysis templates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Interactive query to ask questions about a recorded meeting |
| Best-fit workflow | Client mood and sentiment insights | Export to DOCX, PDF, and Markdown plus CRM and messaging integrations |
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.
myMeet.ai
Choose myMeet.ai if you need distributed teams capturing and summarizing recurring meetings — strengths include flexible capture via bot, calendar auto-join, or recording upload.
FinMate AI
myMeet.ai
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while myMeet.ai is strong for distributed teams capturing and summarizing recurring meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and myMeet.ai 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 myMeet.ai.
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.