FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Pickle: An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Pickle when adding time-stamped notes and action items during live sales meetings 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.
An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app.
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
Pickle is a conversation-intelligence and AI notetaker product centered on Zoom, positioned for small and mid-sized business sales teams. Its AI Smart Notes is built as an in-meeting notetaker that surfaces pre-meeting context and captures important moments directly inside the Zoom app, rather than relying solely on a post-call summary. During calls it can automatically record meetings, generate AI summaries and transcripts, and let users add time-stamped notes and follow-up action items in real time. Features such as custom agenda templates help structure meetings, while Snapshots and Collections let users capture and share memorable moments with their team for coaching and knowledge sharing. By focusing on capturing, finding, and sharing key sales moments from Zoom meetings, Pickle aims to help revenue teams improve their sales process and keep deal context organized. It offers a free tier alongside paid and custom plans. Pickle is best suited to SMB sales representatives and teams that primarily run customer conversations on Zoom and want lightweight conversation intelligence tied tightly to that platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Pickle is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Pickle |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | In-meeting AI Smart Notes inside the Zoom app |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic recording, transcripts, and AI summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time time-stamped notes and follow-up action items |
| Integrations | Mobile app for capturing in-person meetings | Custom agenda templates for structuring meetings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Snapshots and Collections for capturing and sharing key moments |
| Best-fit workflow | Client mood and sentiment insights | Conversation-intelligence focus for sales teams |
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.
Pickle
Choose Pickle if you need smb sales reps capturing and sharing key moments from zoom calls — strengths include tight, in-meeting integration with zoom.
FinMate AI
Pickle
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Pickle is strong for smb sales reps capturing and sharing key moments from zoom calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Pickle is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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