FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Owll: AI meeting assistant that records and transcribes calls and meetings into summaries and prioritized action items. 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 Owll when capturing in-person meetings on a phone or watch 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.
AI meeting assistant that records and transcribes calls and meetings into summaries and prioritized action items.
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
Owll is an AI meeting assistant that records and transcribes meetings and other audio and turns them into organized summaries and action items. It supports real-time transcription on Zoom, Google Meet, and Microsoft Teams, and can record meetings live or process recordings after the fact, along with phone recordings and other audio sources. After transcription, Owll generates automated summaries, extracts action items, applies priority tags, and converts transcripts into structured smart notes that users can review and share. The product is available across platforms, with iOS and Android mobile apps that include Apple Watch support, plus web-based access and cloud storage for recordings and summaries, making it usable both at a desk and on the move for in-person capture. Owll is aimed at professionals and teams who attend frequent virtual or in-person meetings and want a single place to capture conversations, retrieve decisions, and follow up on tasks without manual note-taking. Its mobile-first design makes it suitable for capturing both online calls and face-to-face discussions. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Owll is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Owll |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time transcription for Zoom, Google Meet, and Microsoft Teams |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Live or post-call recording, plus phone and other audio sources |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated summaries with extracted, priority-tagged action items |
| Integrations | Mobile app for capturing in-person meetings | iOS and Android apps with Apple Watch support |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Web access with cloud storage for recordings and summaries |
| Best-fit workflow | Client mood and sentiment insights | Conversion of transcripts into structured smart notes |
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.
Owll
Choose Owll if you need transcribing and summarizing virtual meetings on zoom or teams — strengths include works across major video meeting platforms and mobile.
FinMate AI
Owll
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Owll is strong for transcribing and summarizing virtual meetings on zoom or teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Owll is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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