FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Plaud: AI note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app. 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 Plaud when capturing action items and decisions from conversations 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 note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile 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
Plaud is an AI note-taking platform that turns conversations and meetings into transcripts, structured summaries, and action items. It pairs dedicated hardware recorders (Plaud Note, Note Pro, and the NotePin wearables) with iOS, Android, Windows, macOS, and web apps. Its desktop app captures audio natively from online meetings in Zoom, Google Meet, and Microsoft Teams (and other conferencing apps) without joining as a bot, and can auto-detect when a meeting starts. Plaud transcribes in 112+ languages and offers 10,000+ summary templates. The Starter (free) plan includes 300 transcription minutes per month. Paid tiers add the "Ask Plaud" natural-language search across recordings plus Zapier, Google Calendar, and a beta MCP server integration. Plaud states it holds ISO 27001/27701, SOC 2, GDPR, and HIPAA compliance, and describes itself as trusted by over 2 million users globally.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Plaud is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Plaud |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Meeting summaries & action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Online meeting capture |
| Integrations | Mobile app for capturing in-person meetings | Ask Plaud search |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Summary templates |
| Best-fit workflow | Client mood and sentiment insights | AI transcription |
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.
Plaud
Choose Plaud if you need recording and summarizing in-person and online meetings — strengths include free starter plan includes 300 transcription minutes per month.
FinMate AI
Plaud
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Plaud is strong for recording and summarizing in-person and online meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Plaud is from $0/mo. 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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