FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Seedext: French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance. 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 Seedext when sales and consulting teams syncing structured notes into crm 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.
French AI meeting assistant that records, transcribes, and summarizes meetings with EU data hosting and enterprise compliance.
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
Seedext is a France-based AI meeting assistant that automatically records, transcribes, and summarizes professional meetings, then turns them into structured documents such as minutes, decisions, and action items. It integrates with common business tools including Microsoft Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce, allowing it to fit into existing meeting and CRM workflows. The platform supports customizable vocabulary and templates so that outputs align with a company's terminology and document standards, and it includes an intelligent chat assistant for retrieving key information from past meetings. Seedext places a strong emphasis on European data governance: it is based in France with data hosted in Europe (including France-specific storage options), is GDPR-compliant, holds ISO 27001 certification, and is designed around European AI Act principles. The product is aimed at a range of roles including project managers, sales teams, consultants, marketing and innovation teams, executives, and HR, and it is used by large European organizations. It is positioned for European enterprises that need accurate meeting documentation while keeping data within EU jurisdiction. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Seedext is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Seedext |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic recording, transcription, and AI summarization of meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Structured outputs including minutes, decisions, and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Integrations with Teams, Outlook, Google Meet, Zoom, Slack, and Salesforce |
| Integrations | Mobile app for capturing in-person meetings | Customizable vocabulary and document templates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Chat assistant for retrieving information from past meetings |
| Best-fit workflow | Client mood and sentiment insights | European data hosting with French storage options |
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.
Seedext
Choose Seedext if you need european enterprises needing compliant meeting minutes and documentation — strengths include french company with eu and france-based data hosting for strong data residency.
FinMate AI
Seedext
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Seedext is strong for european enterprises needing compliant meeting minutes and documentation. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Seedext 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.
More head-to-head comparisons involving FinMate AI and Seedext.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.