FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Nyota: AI meeting assistant for managers that transcribes calls, generates template-based summaries and action items, and tracks projects and people. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Nyota when tracking action items and signals across many recurring meetings 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.
AI meeting assistant for managers that transcribes calls, generates template-based summaries and action items, and tracks projects and people.
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
Nyota is an AI meeting assistant aimed at busy professionals and managers who want to stay present in conversations while still capturing thorough records. It joins calls on Zoom, Google Meet and Microsoft Teams, transcribes the discussion, and produces distilled notes, summaries and action items. Users can choose from a library of more than 20 meeting templates so the generated summary matches the type of meeting, whether a one-on-one, a project sync or a customer call. Beyond basic notes, Nyota is positioned as a tool for managing both projects and people: it brings conversations together in one searchable place, watches for specific signals across discussions, and can help with agenda preparation so recurring meetings stay on track. Getting started involves signing up, connecting a calendar, and either inviting Nyota from the dashboard or adding its meeting address as a participant. It shares notes and action items into a wide range of downstream tools, including Slack, HubSpot, Salesforce, Close, Notion, OneDrive and Google Drive. Nyota is best suited to engineering leaders, team managers and other professionals who run many recurring meetings and want searchable, actionable records connected to their existing workflow tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Nyota is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Nyota |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Joins and transcribes Zoom, Google Meet and Microsoft Teams calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | More than 20 meeting templates for tailored summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic action item and key takeaway extraction |
| Integrations | Mobile app for capturing in-person meetings | Searchable archive of past conversations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Agenda preparation and signal tracking across meetings |
| Best-fit workflow | Client mood and sentiment insights | Sharing to Slack, HubSpot, Salesforce, Notion, Google Drive and more |
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.
Nyota
Choose Nyota if you need engineering and team leaders documenting one-on-ones and syncs — strengths include template variety tailors summaries to different meeting types.
FinMate AI
Nyota
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Nyota is strong for engineering and team leaders documenting one-on-ones and syncs. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Nyota 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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