FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SecureMemo: Japanese on-premise and offline AI meeting-minutes tool from Nishika for confidential, security-sensitive organizations. 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 SecureMemo when documenting hr interviews and sensitive consultations containing personal information 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.
Japanese on-premise and offline AI meeting-minutes tool from Nishika for confidential, security-sensitive organizations.
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
SecureMemo is an AI meeting-minutes application developed by Nishika, Inc., a Japanese company, and is designed for organizations that handle confidential or sensitive meetings and cannot use cloud-based services. It runs in on-premise, closed-network, or fully offline environments, processing audio entirely within the customer's own infrastructure so that voice data never leaves the organization to an external cloud. SecureMemo is powered by Nishika's in-house speech recognition AI called "shirushi," which the company states maintains high recognition accuracy even with background noise or overlapping speech, and can transcribe audio in roughly 100 languages including Japanese, English, Chinese, and Thai. The product offers five core capabilities: accurate voice recognition, automatic speaker identification, automatic meeting-minutes generation that organizes decisions and key points, translation across about 100 languages, and custom terminology support through word registration for specialized vocabulary. The workflow follows a simple three-step process of transcription, speaker recognition, and summarization. It is offered in standalone, USB-dongle, and client-server deployment models, with case studies spanning police, government agencies, universities, manufacturers, and financial institutions. A two-week free trial of the standalone version is available. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SecureMemo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SecureMemo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-premise, closed-network, and fully offline operation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Proprietary "shirushi" speech recognition engine |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic speaker identification |
| Integrations | Mobile app for capturing in-person meetings | Automatic meeting-minutes generation with decisions and key points |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Translation across roughly 100 languages |
| Best-fit workflow | Client mood and sentiment insights | Custom terminology registration for specialized vocabulary |
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.
SecureMemo
Choose SecureMemo if you need recording board, audit, and executive meetings that cannot leave the organization — strengths include keeps audio and transcripts entirely within the organization for high data security.
FinMate AI
SecureMemo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SecureMemo is strong for recording board, audit, and executive meetings that cannot leave the organization. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SecureMemo 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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