FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Pocket: MagSafe-attached AI recorder that turns meetings and ideas into transcripts, summaries, and 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 Pocket when capturing fleeting ideas on the move without typing matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
MagSafe-attached AI recorder that turns meetings and ideas into transcripts, summaries, and 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
Pocket is an AI hardware device, built by a Y Combinator-backed team, that captures meetings, ideas, and conversations and converts them into clear notes without requiring the user to interact with a phone during the session. The device attaches magnetically to a phone via MagSafe and includes dual studio microphones plus a contact microphone for capturing phone calls, with onboard storage and cloud sync. A single press starts a recording, and the accompanying AI then produces transcripts, summaries, action items, and mind maps from the captured audio. Pocket supports processing in well over 100 languages and is positioned for people who talk and move quickly and want to record thoughts or discussions on the go rather than typing notes. Captured content is managed through a companion mobile app on iOS, where users can read summaries, recall meeting details without replaying audio, and organize their notes. It targets professionals, founders, and knowledge workers who attend frequent in-person meetings or want a low-friction way to capture spoken information and review it later in structured form. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Pocket is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | MagSafe-compatible wearable recorder with onboard storage |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Dual studio microphones plus a contact mic for phone calls |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI transcripts, summaries, action items, and mind maps |
| Integrations | Mobile app for capturing in-person meetings | Support for 120+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Companion iOS app with cloud sync |
| Best-fit workflow | Client mood and sentiment insights | One-press recording with multi-day battery |
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.
Choose Pocket if you need recording in-person meetings and getting action items automatically — strengths include low-friction, hands-free capture that attaches to your phone.
FinMate AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Pocket is strong for recording in-person meetings and getting action items automatically. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Pocket 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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