FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Notigo: Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Notigo when helping educators and students organize lectures and study sessions 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.
Real-time AI meeting assistant that generates live summaries, structured notes, and action items as conversations unfold.
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
Notigo is an AI-powered meeting assistant that captures and structures meeting notes in real time as a conversation happens, rather than only producing a transcript after the fact. It listens to the discussion, identifies key points, decisions, and action items, and continuously builds an organized, shareable set of notes throughout the meeting. The product positions itself for a range of professional contexts, with dedicated solution pages for business teams, education, consultants, and legal professionals, reflecting an emphasis on adapting its output to different meeting types. Notigo supports multilingual transcription and translation across a large set of languages, includes real-time collaborative editing so multiple participants can contribute to the same notes, and offers post-meeting editing and sharing. Notes can be exported in common document formats for record-keeping and follow-up. The website is actively maintained, with sign-up and login flows, customer testimonials, security references, and a free entry tier. It is best suited to teams and individuals who want structured meeting documentation produced live instead of reviewing a raw transcript later. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Notigo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Notigo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time meeting summaries generated during the conversation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic extraction of key points, decisions, and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multilingual transcription and translation support |
| Integrations | Mobile app for capturing in-person meetings | Real-time collaborative note editing for multiple participants |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Export of notes to common document formats (PDF, Word, TXT) |
| Best-fit workflow | Client mood and sentiment insights | Profession-specific solution pages for business, education, consultants, and legal |
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.
Notigo
Choose Notigo if you need capturing structured notes during business and team meetings — strengths include produces structured notes live instead of only a post-meeting transcript.
FinMate AI
Notigo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Notigo is strong for capturing structured notes during business and team meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Notigo 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.
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