FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Némos: An Apple-focused "second brain" app that records and auto-transcribes voice memos and meeting notes entirely on-device using Apple Intelligence. 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 Némos when capturing spoken thoughts as voice memos and converting them to searchable, formatted notes 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.
An Apple-focused "second brain" app that records and auto-transcribes voice memos and meeting notes entirely on-device using Apple Intelligence.
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
Némos is a personal knowledge management ("second brain") app for the Apple ecosystem that captures and automatically organizes many content types, including voice memos that it records and transcribes on-device. Rather than joining video calls as a bot, it captures audio directly from the iPhone or Apple Watch and converts speech to text locally using Apple Intelligence Foundation Models, so data stays on the device. Transcribed audio becomes fully searchable, and recordings can be turned into formats such as bullet points, summaries, meeting notes, emails, or journal entries. Beyond voice, Némos handles screenshots with OCR, links, PDFs, notes, photos, and more, naming and filing them automatically without manual tagging. It runs on iPhone and iPad (with Apple Watch recording, Siri commands, and Chrome, Safari, and Firefox extensions), and offers two-way sync with Apple Reminders, Calendar, Notes, Photos, Files, Maps, and iCloud. It is aimed at students, researchers, writers, and professionals who want private, low-effort capture of voice and other notes. As of mid-2026 it is in private beta.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Némos is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Némos |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device voice memo recording and automatic speech-to-text transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Local AI processing via Apple Intelligence Foundation Models (data stays on device) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Auto-formatting of recordings into summaries, meeting notes, bullets, email, or journal entries |
| Integrations | Mobile app for capturing in-person meetings | Full-text search across transcribed audio and other captured content |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Apple Watch voice recording and Siri voice command support |
| Best-fit workflow | Client mood and sentiment insights | Two-way sync with Apple Reminders, Calendar, Notes, Photos, Files, Maps, and iCloud |
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.
Némos
Choose Némos if you need recording and transcribing in-person meetings or lectures on an iphone or apple watch — strengths include privacy-focused: voice transcription and ai run fully on-device, with no cloud upload.
FinMate AI
Némos
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Némos is strong for recording and transcribing in-person meetings or lectures on an iphone or apple watch. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Némos 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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