FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Notion AI Meeting Notes: Notion's built-in AI meeting notes feature that records system audio, transcribes, and summarizes meetings directly inside your Notion workspace. 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 Notion AI Meeting Notes when generating action items and summaries for recurring team syncs and 1:1s 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.
Notion's built-in AI meeting notes feature that records system audio, transcribes, and summarizes meetings directly inside your Notion workspace.
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
Notion AI Meeting Notes is a meeting-capture feature built natively into the Notion workspace, aimed at teams and individuals who already organize their work, projects, and documents in Notion. Rather than sending a bot into a call, it records the device's system audio and microphone, which lets it capture conversations from any conferencing tool the user runs on their machine, including Zoom, Google Meet, and Microsoft Teams, as well as in-person discussions. Once recording stops, Notion generates a transcript and an AI summary that pulls out key points, decisions, and action items, and it can tailor the summary format to different meeting types such as one-on-ones, team syncs, client calls, and interviews. Because the notes live inside Notion, they connect to existing pages, databases, tasks, and projects, keeping discussions searchable and linked to related work. The feature supports multiple languages for transcription and is offered through Notion's paid plans with enterprise-oriented security. It is intended for people who want meeting records to flow straight into their broader knowledge base without a separate notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Notion AI Meeting Notes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Notion AI Meeting Notes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records system audio and microphone without a meeting bot |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Works with Zoom, Google Meet, Microsoft Teams, and in-person meetings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic transcripts with AI-generated summaries |
| Integrations | Mobile app for capturing in-person meetings | Extracts action items, key decisions, and next steps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Summaries tailored to meeting type (1:1s, syncs, client calls, interviews) |
| Best-fit workflow | Client mood and sentiment insights | Notes live inside the Notion workspace and link to pages, databases, and tasks |
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.
Notion AI Meeting Notes
Choose Notion AI Meeting Notes if you need capturing meeting notes that automatically link to related notion project pages — strengths include deep, native integration with an existing notion workspace and databases.
FinMate AI
Notion AI Meeting Notes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Notion AI Meeting Notes is strong for capturing meeting notes that automatically link to related notion project pages. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Notion AI Meeting Notes 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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