FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. RecordMeeting: AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and RecordMeeting when generating action-item summaries for teams that rely on google meet 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.
AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls.
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
RecordMeeting is an AI meeting recorder and notetaker developed by Qualtir and distributed both as a Chrome extension on the Chrome Web Store and as a Google Workspace add-on through the Google Workspace Marketplace. Its primary focus is Google Meet, where it adds one-click recording, automatic transcription with speaker labels and timestamps, AI-generated summaries with action items, and meeting notes. Recordings, transcripts and summaries are stored in a private workspace on RecordMeeting's own platform rather than counting against the user's Google Drive storage, and an AI-powered search lets users jump to specific moments by asking natural-language questions about what was discussed. A notable positioning point is accessibility: unlike many Workspace Marketplace tools that require a paid Google Workspace account, RecordMeeting installs per-user and works with free Gmail accounts as well as any Workspace tier. Beyond Google Meet, the company describes support for Zoom, Microsoft Teams and Webex, along with sharing integrations. The product is actively operating in 2026 and supports desktop along with mobile platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); RecordMeeting is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | RecordMeeting |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Available on the Google Workspace Marketplace and Chrome Web Store |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | One-click recording for Google Meet calls |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic transcription with speaker labels and timestamps |
| Integrations | Mobile app for capturing in-person meetings | AI-generated summaries with action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI-powered search to jump to specific moments in a meeting |
| Best-fit workflow | Client mood and sentiment insights | Recordings stored on its own platform, separate from Google Drive quota |
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.
RecordMeeting
Choose RecordMeeting if you need recording and transcribing google meet calls without a paid workspace plan — strengths include distributed through both the google workspace marketplace and chrome web store.
FinMate AI
RecordMeeting
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while RecordMeeting is strong for recording and transcribing google meet calls without a paid workspace plan. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and RecordMeeting is a free tier with paid upgrades. 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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