FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Speakwise: iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Speakwise when capturing field or site meetings for recruiters, agents, and managers 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.
iPhone-first AI note taker that records in-person conversations and turns them into transcripts, summaries, and action items with Notion sync.
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
Speakwise is an iPhone-focused AI voice recorder and note taker designed for capturing in-person meetings and conversations. Users tap record to capture audio directly from the iPhone microphone, without joining a video call or adding a meeting bot, and the app produces voice-to-text transcripts in a wide range of languages along with AI-generated summaries, key decisions, and extracted action items. It supports offline recording so conversations can be captured in areas without connectivity, keeps a searchable archive of past transcripts, and syncs captured notes to Notion for downstream organization. Speakwise positions itself for professionals who hold frequent face-to-face conversations and need hands-free documentation, including consultants, recruiters, real estate agents, construction managers, and executives, as well as people who want a personal knowledge record of meetings on the go. Because it is built natively for iOS and captures from the device microphone rather than the meeting platform, it is oriented toward in-room and mobile use rather than automated bot capture of remote video calls; an Android version is not offered. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Speakwise is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Speakwise |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Direct iPhone microphone recording with no bot or video-call join required |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Voice-to-text transcription across many languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries, decisions, and action items |
| Integrations | Mobile app for capturing in-person meetings | Offline recording for low-connectivity environments |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Notion integration for syncing notes |
| Best-fit workflow | Client mood and sentiment insights | Searchable transcript archive |
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.
Speakwise
Choose Speakwise if you need recording in-person client or sales conversations hands-free — strengths include strong fit for in-person meetings and mobile capture.
FinMate AI
Speakwise
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Speakwise is strong for recording in-person client or sales conversations hands-free. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Speakwise is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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