FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SeaMeet: AI meeting copilot offering real-time multilingual transcription, summaries, and action items, with strong support for Taiwanese and regional accents. 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 SeaMeet when capturing google meet or teams meetings with automatic summaries and action items 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.
AI meeting copilot offering real-time multilingual transcription, summaries, and action items, with strong support for Taiwanese and regional accents.
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
SeaMeet is an AI meeting assistant built by Seasalt.ai, a company founded in Seattle that operates its development and support center in Taiwan and focuses on the linguistically diverse Asia-Pacific market. SeaMeet acts as a copilot for meetings and calls: users invite the SeaMeet bot into a meeting, and it automatically records, transcribes, and analyzes the conversation. It supports online meeting platforms including Google Meet and Microsoft Teams, and it generates real-time multilingual transcripts, with documented support for Chinese, Japanese, and English trilingual transcription as well as live translation. After a meeting, SeaMeet produces structured outputs such as summaries, discussion topics, action items, and AI meeting analysis, and it can automatically share records with participants. Meeting notes are stored in a searchable workspace and can be exported to Google Docs. A particular emphasis of the product is accurate recognition of Taiwanese Mandarin and regional accents, reflecting Seasalt.ai's focus on Taiwan and Southeast Asia. The product is actively maintained, with published version-release information and integrations available through the Chrome Web Store and Google Workspace Marketplace. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SeaMeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SeaMeet |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot joins meetings to record and transcribe automatically |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time multilingual transcription including Chinese, Japanese, and English |
| Team usage | Recording and transcription of phone calls and in-person meetings | Live translation during meetings |
| Integrations | Mobile app for capturing in-person meetings | Automatic summaries, discussion topics, and action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI meeting analysis and searchable meeting workspace |
| Best-fit workflow | Client mood and sentiment insights | Export to Google Docs and automatic record sharing with participants |
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.
SeaMeet
Choose SeaMeet if you need multilingual teams across taiwan and southeast asia needing accurate local-accent transcription — strengths include strong recognition of taiwanese mandarin and regional asia-pacific accents.
FinMate AI
SeaMeet
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SeaMeet is strong for multilingual teams across taiwan and southeast asia needing accurate local-accent transcription. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SeaMeet is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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