FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Summary AI: Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Summary AI when sending an ai agent to join and summarize remote zoom, meet, or teams calls 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.
Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them.
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
Summary AI, published by Labhouse, is an AI meeting note taker available on iOS and Android with a companion web experience. With one tap it records audio, generates transcripts with speaker labels, and produces concise bullet-point summaries that capture key decisions, action items, deadlines, and discussion points. Transcripts are searchable, and a built-in AI chat lets users ask questions about a conversation, such as who was assigned a task, and jump to the exact moment in the recording. The app supports recording and transcription in a large set of languages and can translate live. In addition to capturing audio directly on the device, Summary AI offers an AI Meeting Assistant agent that can automatically join online meetings on Google Meet, Zoom, and Microsoft Teams to record the conversation, create a full transcript, and generate a summary with key points and action items. Users can export notes to PDF and share them with their team. The product is positioned for professionals, students, and anyone capturing meetings, interviews, lectures, or podcasts on the go, and it is actively operating in 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Summary AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Summary AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-tap recording with transcripts and speaker labels |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI bullet-point summaries with decisions, action items, and deadlines |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI Meeting Assistant agent that joins Google Meet, Zoom, and Microsoft Teams calls |
| Integrations | Mobile app for capturing in-person meetings | Chat-with-your-meeting Q&A and keyword jump-to-moment search |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Recording and transcription across many languages with live translation |
| Best-fit workflow | Client mood and sentiment insights | Export to PDF and team sharing |
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.
Summary AI
Choose Summary AI if you need recording and summarizing in-person meetings or interviews from a phone — strengths include flexible capture via both on-device recording and an agent that joins online calls.
FinMate AI
Summary AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Summary AI is strong for recording and summarizing in-person meetings or interviews from a phone. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Summary AI 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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