FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Read.ai: Meeting summaries with engagement and sentiment analytics This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Read.ai when personal meeting coaching 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.
Meeting summaries with engagement and sentiment analytics
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
Read.ai generates AI summaries, transcripts, and live notes for meetings, and adds a personalized meeting coach with speaker and engagement analytics. It works across Zoom, Google Meet, and Microsoft Teams, supports 20+ languages, and integrates with Slack, Salesforce, HubSpot, Notion, and Jira. The permanent free plan covers 5 meeting transcripts per month (reports kept about a year); video and audio playback are reserved for the Enterprise tier and above.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Read.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Read.ai |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcripts and AI summaries |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Meeting engagement and sentiment metrics |
| Integrations | Mobile app for capturing in-person meetings | Automatic recaps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Searchable notes |
| Best-fit workflow | Client mood and sentiment insights | Transcripts and AI summaries |
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.
Read.ai
Choose Read.ai if you need team meeting notes and recaps — strengths include adds meeting analytics on top of notes.
FinMate AI
Read.ai
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Read.ai is strong for ai summaries with meeting analytics. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Read.ai is from $15/mo. 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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