FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ScreenApp: Screen/audio recorder with AI transcription and notes 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 ScreenApp when documentation and training notes 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.
Screen/audio recorder with AI transcription and notes
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
ScreenApp is an AI-powered screen and meeting recorder that captures video and audio and then automatically transcribes and summarizes the content. Beyond meetings, it is used to record screen sessions, webinars, and other content, making it a flexible capture-and-transcribe tool rather than a meeting-only assistant. After recording, ScreenApp produces transcripts, summaries, and notes, and lets users search and share the results, which is useful for documentation, training, and revisiting long sessions. It works in the browser and supports recording across common workflows, with AI features that turn raw recordings into structured, searchable text. ScreenApp appeals to creators, support and training teams, and anyone who needs to record and then quickly extract the key points from video or audio. Because it combines screen recording with transcription and summarization, it sits at the intersection of meeting notetakers and general recording tools, with an emphasis on turning any recording into usable notes. Platforms: Browser / Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ScreenApp is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ScreenApp |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Screen and meeting recording |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries and notes |
| Integrations | Mobile app for capturing in-person meetings | Searchable recordings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Sharing and export |
| Best-fit workflow | Client mood and sentiment insights | Screen and meeting recording |
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.
ScreenApp
Choose ScreenApp if you need recording and transcribing webinars — strengths include flexible recording beyond meetings.
FinMate AI
ScreenApp
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ScreenApp is strong for recording and transcribing webinars. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ScreenApp is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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