FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Sona Insight: Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews. 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 Sona Insight when capturing lectures and interviews with custom summary formats 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.
Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews.
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
Sona Insight (also presented simply as Sona, at sona.wtf) is an AI-powered voice-to-text and meeting assistant built for the Apple ecosystem, with support across iPhone, iPad, Mac, Apple Watch, and additional Apple platforms, plus a web browser experience. The app records conversations and transcribes them into text across a wide range of languages, then automatically summarizes key points and action items. Users can apply custom summary templates tailored to meetings, lectures, or interviews, and an AI chat feature lets them ask follow-up questions, brainstorm, or draft follow-ups based on the captured conversation. Sona supports offline recording, with internet required only for processing and AI queries, and it includes Apple-native touches such as Live Activities, Dynamic Island support, and an Apple Watch app for quick capture. Transcripts and summaries are stored in each user's personal account and can be exported and shared as PDF or text. The product targets people who want to stay present in a meeting or lecture while letting AI handle transcription, summarization, and recall afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Sona Insight is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Sona Insight |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes meetings, lectures, and interviews |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic summaries with key points and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Custom summary templates for different conversation types |
| Integrations | Mobile app for capturing in-person meetings | AI chat to ask questions and draft follow-ups from transcripts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Offline recording with PDF/TXT export and sharing |
| Best-fit workflow | Client mood and sentiment insights | Apple-native Live Activities, Dynamic Island, and Apple Watch support |
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.
Sona Insight
Choose Sona Insight if you need recording and summarizing meetings while staying present — strengths include deep apple-ecosystem integration across iphone, ipad, mac, and watch.
FinMate AI
Sona Insight
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Sona Insight is strong for recording and summarizing meetings while staying present. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Sona Insight 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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