FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Recolx: An AI voice recorder combining a portable hardware device and a companion app that transcribes conversations in 112 languages with speaker labels and auto-generates summaries and briefs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Recolx when capturing lectures or interviews and turning them into structured transcripts and briefs matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
An AI voice recorder combining a portable hardware device and a companion app that transcribes conversations in 112 languages with speaker labels and auto-generates summaries and briefs.
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
Recolx is an AI voice-recording and note-taking system that pairs portable hardware devices (the Recolx Tap, Tap Pro, and AI earbuds) with a companion mobile and web app. You capture a conversation with one tap, and the platform transcribes the audio with speaker identification, then automatically produces organized notes, summaries, and "AI Briefs" surfacing key points, decisions, and action items. Transcription covers a wide range of languages, and the app adds live speech-to-text while recording plus translation features. The hardware uses a multi-microphone array with 360-degree AI noise reduction for clearer capture in noisy settings, with long continuous recording on a charge. A library of professional templates formats notes for meetings, lectures, interviews, sales calls, and legal use, and finished content can be exported to PDF, Word, or Markdown or shared to Notion, Google Docs, and Slack. It targets professionals such as attorneys, salespeople, students, and researchers who want to stay engaged in a conversation while documentation happens automatically. The app works with the hardware or with standalone recordings.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Recolx is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Recolx |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-tap recording on a portable hardware device with a companion app that auto-generates organized notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription in 112 languages with speaker labels, plus live speech-to-text and translation in the app |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries and briefs surfacing key points, decisions, and action items |
| Integrations | Mobile app for capturing in-person meetings | Library of professional templates for meetings, lectures, interviews, sales, and legal contexts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | 360-degree AI noise reduction via a multi-microphone array for clearer capture in noisy environments |
| Best-fit workflow | Client mood and sentiment insights | Exports to PDF, Word, and Markdown and sharing to Notion, Google Docs, and Slack |
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.
Recolx
Choose Recolx if you need recording and summarizing in-person meetings and sales calls into ready-to-use notes — strengths include combines dedicated capture hardware with ai transcription and summarization in one workflow.
FinMate AI
Recolx
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Recolx is strong for recording and summarizing in-person meetings and sales calls into ready-to-use notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Recolx 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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