FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Supernormal: Supernormal is an AI meeting notetaker. A Mac/Windows desktop app captures Google Meet, Zoom, Teams and in-person conversations, then generates transcripts, summaries and action items. 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 Supernormal when turning meeting discussions into action items, follow-ups and shareable recaps 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.
Supernormal is an AI meeting notetaker. A Mac/Windows desktop app captures Google Meet, Zoom, Teams and in-person conversations, then generates transcripts, summaries and action items.
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
Supernormal is an AI meeting assistant that captures and writes up your conversations automatically. Instead of bots or a browser extension, it runs as a Mac or Windows desktop app that detects meetings on platforms like Google Meet, Zoom, Microsoft Teams and Slack Huddles, and can also record in-person discussions through your device's microphone. After each meeting it produces a transcript with speaker labels, an AI summary and action items, all searchable and organized into projects. Supernormal has expanded into agentic work: you can prompt it to draft documents, slide decks, spreadsheets and images that reference your meetings, then export to Google Drive or Microsoft Office. It connects to Google and Outlook Calendar, Gmail and Google Drive, and offers a Model Context Protocol server that pipes your notes into Claude, ChatGPT and Cursor. Its desktop app supports seven languages.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Supernormal is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Supernormal |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic meeting capture on Google Meet, Zoom, Microsoft Teams and Slack Huddles, plus in-person microphone audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated transcripts with speaker labels, summaries and action items, searchable with filters and projects |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI agents that create documents, slide decks, spreadsheets and images referencing your meetings |
| Integrations | Mobile app for capturing in-person meetings | Integrations with Google and Outlook Calendar, Gmail and Google Drive, with export to Google Drive and Microsoft Office |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Supernormal MCP server connecting meetings and notes to Claude, ChatGPT, Cursor and other MCP-compatible AI tools |
| Best-fit workflow | Client mood and sentiment insights | Automatic meeting capture on Google Meet, Zoom, Microsoft Teams and Slack Huddles, plus in-person microphone audio |
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.
Supernormal
Choose Supernormal if you need automatically capturing and summarizing recurring team and client video calls — strengths include desktop app captures meetings automatically across google meet, zoom and microsoft teams, plus in-person conversations via microphone.
FinMate AI
Supernormal
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Supernormal is strong for automatically capturing and summarizing recurring team and client video calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Supernormal is from $0/mo. 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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