FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SpeechMind: German AI meeting-protocol software that turns recordings into structured minutes, built for municipalities, public administration and governance bodies. 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 SpeechMind when documenting municipal, ministerial and utility meetings under dsgvo requirements matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
German AI meeting-protocol software that turns recordings into structured minutes, built for municipalities, public administration and governance bodies.
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
SpeechMind is a German AI-powered meeting-documentation product that automatically converts audio or video recordings of meetings into structured protocols. Operating from Germany and used by public-sector organizations such as municipalities, cities, municipal utilities and ministries as well as banks and other administration-heavy bodies, it is positioned as secure, DSGVO-compliant transcription made in Germany. SpeechMind lets users choose between output styles, including a compact results protocol (Ergebnisprotokoll), a detailed progress protocol (Verlaufsprotokoll) often rendered in the subjunctive form used in German administrative minutes, and word-for-word transcripts, each clearly structured with tasks and resolutions. The platform performs automatic speaker identification, recognizes domain-specific administrative and governance terminology, handles meetings of unlimited length, and exports to Word documents. A companion mobile app for iOS and Android allows on-site recording via smartphone or tablet without external microphones, with recordings uploaded automatically to the SpeechMind web application for processing. SpeechMind integrates with Microsoft Teams, Zoom, Webex and Google Meet to pull in recordings, and runs on European servers with ISO 27001 and ISO 9001 certification, storing data in Europe and stating that customer content is not used for AI training. The product is actively offered through 2026 with current client references. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SpeechMind is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SpeechMind |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic conversion of recordings into structured minutes (results, progress and verbatim protocols) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Tasks and resolutions captured and clearly structured in each protocol |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic speaker identification and recognition of administrative terminology |
| Integrations | Mobile app for capturing in-person meetings | Mobile app (iOS/Android) for on-site recording |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrations with Microsoft Teams, Zoom, Webex and Google Meet |
| Best-fit workflow | Client mood and sentiment insights | Word document export |
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.
SpeechMind
Choose SpeechMind if you need generating formal minutes for council, committee and governance meetings — strengths include purpose-built for german public administration and formal governance minutes.
FinMate AI
SpeechMind
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SpeechMind is strong for generating formal minutes for council, committee and governance meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SpeechMind 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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