FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Superpowered: Bot-free AI notetaker that transcribes device audio in real time and generates structured meeting notes on Mac and Windows. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Superpowered when standardizing notes for recurring formats like one-on-ones or sales 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.
Bot-free AI notetaker that transcribes device audio in real time and generates structured meeting notes on Mac and Windows.
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
Superpowered is an AI notetaker for virtual meetings that produces structured notes without sending a bot into the call. Rather than joining as a separate participant, it transcribes the device's audio in real time during the meeting and uses that transcript to generate summaries, so the notes actually capture what was said rather than simply producing a raw transcript. The desktop app runs on macOS and Windows and can connect to Google and Outlook calendars to auto-join scheduled meetings across platforms including Zoom, Google Meet, Microsoft Teams, Webex, and Around. It offers AI templates tailored to common formats such as one-on-ones, sales calls, and interviews, and integrates with tools like Slack, Notion, Google Drive, Salesforce, HubSpot, and Zapier depending on plan tier. The company emphasizes a privacy-minded design in which audio is not retained as permanent recordings. Superpowered is aimed at professionals and teams who want clean, automatically organized meeting notes without a recording bot appearing in the participant list, and who prefer a native desktop experience over a browser-only workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Superpowered is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Superpowered |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free, real-time transcription from device audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated structured notes rather than raw transcripts only |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI templates for one-on-ones, sales calls, interviews, and more |
| Integrations | Mobile app for capturing in-person meetings | Calendar integration and auto-join for scheduled meetings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Works with Zoom, Google Meet, Microsoft Teams, Webex, and Around |
| Best-fit workflow | Client mood and sentiment insights | Integrations with Slack, Notion, Google Drive, Salesforce, HubSpot, and Zapier |
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.
Superpowered
Choose Superpowered if you need capturing meeting notes discreetly without a visible bot participant — strengths include no recording bot appears in the meeting, which suits sensitive calls.
FinMate AI
Superpowered
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Superpowered is strong for capturing meeting notes discreetly without a visible bot participant. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Superpowered 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.
More head-to-head comparisons involving FinMate AI and Superpowered.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.