FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tactiq: Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates 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 Tactiq when capturing action items and follow-ups without manual note-taking 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.
Tactiq is a browser-based AI meeting assistant that transcribes Google Meet, Zoom, and Microsoft Teams calls in real time with no bot, then generates 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
Tactiq is an AI meeting assistant that runs as a Chrome (and Edge) browser extension and captures live captions to transcribe Google Meet, Zoom, and Microsoft Teams calls in real time, without sending a bot to join the meeting. After each call it produces AI summaries, extracts action items and follow-ups, and lets you run custom AI prompts against the transcript to pull out decisions or answers. Transcripts can be shared, exported, and pushed into other tools through its integrations, which include Slack, HubSpot, Salesforce, Notion, and Confluence, with Linear and Google Docs among the workflows (Google Docs is marked coming soon). It supports 60+ languages. The free plan allows 10 transcripts and 5 AI credits per month with no credit card required; paid plans add unlimited transcripts, more or unlimited AI credits, team auto-sharing, and enterprise controls such as SAML SSO and advanced data retention.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tactiq is from $8/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tactiq |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time no-bot transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI meeting summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Action item extraction |
| Integrations | Mobile app for capturing in-person meetings | Custom AI prompts |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Workflow integrations & export |
| Best-fit workflow | Client mood and sentiment insights | Real-time no-bot transcription |
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.
Tactiq
Choose Tactiq if you need automatically transcribing and summarizing recurring team or client meetings — strengths include transcribes in real time without adding a bot to the call, since it works as a browser extension capturing live captions.
FinMate AI
Tactiq
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tactiq is strong for automatically transcribing and summarizing recurring team or client meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tactiq is from $8/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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