FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Notica: A mobile-first AI meeting assistant that records, transcribes, and summarizes meetings with action items, calendar sync, and an AI chat over past notes. 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 Notica when letting a bot join and record calls when the user cannot attend matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
A mobile-first AI meeting assistant that records, transcribes, and summarizes meetings with action items, calendar sync, and an AI chat over past notes.
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
Notica is a mobile-first AI meeting assistant that records, transcribes, and summarizes meetings, surfacing key points and structured action items along with searchable notes. Built natively for iOS first, it is designed for professionals who meet on the go and want a fast mobile workflow, including instant AI summaries and an AI chat interface that lets users ask questions about their past meeting notes directly from a phone. Notica can capture audio from online meetings on platforms such as Zoom, Google Meet, and Microsoft Teams as well as in-person conversations, and an auto bot-join capability lets it join calls, record the conversation, and capture key points even when the user is away. It also processes pre-recorded audio files into transcripts and summaries, integrates with Google Calendar, and supports multiple languages. The app is developed by Apero Technologies Group, runs across iOS, iPadOS, macOS, visionOS, and watchOS with web access, and references security measures including TLS encryption in transit and AES-256 encryption at rest. It is offered with a free trial on iOS and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Notica is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Notica |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, transcribes, and summarizes meetings with key points and action items |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Auto bot-join to capture Zoom, Google Meet, and Microsoft Teams calls |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI chat to query past meeting notes |
| Integrations | Mobile app for capturing in-person meetings | Audio file upload for transcript and summary generation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Google Calendar sync and multi-language support |
| Best-fit workflow | Client mood and sentiment insights | Native apps across iOS, iPad, Mac, and web with encryption in transit and at rest |
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.
Notica
Choose Notica if you need capturing and summarizing meetings from a phone while on the move — strengths include mobile-first workflow optimized for users who meet on the go.
FinMate AI
Notica
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Notica is strong for capturing and summarizing meetings from a phone while on the move. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Notica 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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