FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Talat: A privacy-first desktop meeting notes app that records and transcribes calls entirely on your own machine, with no bot and no cloud upload. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Talat when keeping a searchable local archive of meeting notes in markdown or obsidian 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.
A privacy-first desktop meeting notes app that records and transcribes calls entirely on your own machine, with no bot and no cloud upload.
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
Talat is a lightweight desktop application that records and transcribes meetings entirely on the user's own computer, keeping audio and notes off cloud servers. It captures both the microphone and system audio, automatically detecting active conferencing apps such as Zoom, Microsoft Teams, Google Meet, and FaceTime, and transcribes both sides of the conversation in real time with low latency. Speakers are identified automatically and can be adjusted manually, and transcript segments can be edited, split, or deleted. When a meeting ends, an on-device large language model generates a summary highlighting key points, decisions, and action items. Because transcription and summarization run locally using hardware acceleration, the app functions offline and does not send meeting data to external providers, though users can optionally connect their own cloud LLM if they prefer. Talat supports exporting notes to Markdown for tools like Obsidian, along with webhooks and Model Context Protocol (MCP) support for integrating meeting data into other workflows, plus full local search across past recordings. Available for Apple Silicon Macs and Windows, it is sold as a one-time purchase rather than a subscription, making it suited to privacy-conscious individuals and small teams who want local control of their meeting records. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Talat is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Talat |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Fully local, on-device recording and transcription with no cloud upload |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Captures microphone and system audio from Zoom, Teams, Meet, and FaceTime |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time speaker identification with editable transcript segments |
| Integrations | Mobile app for capturing in-person meetings | On-device LLM summaries of key points, decisions, and action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Markdown export to tools like Obsidian, plus webhooks and MCP support |
| Best-fit workflow | Client mood and sentiment insights | Local search across all previously recorded meetings |
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.
Talat
Choose Talat if you need recording and transcribing meetings without sending audio to the cloud — strengths include audio and notes never leave the device, supporting strong privacy and offline use.
FinMate AI
Talat
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Talat is strong for recording and transcribing meetings without sending audio to the cloud. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Talat 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 Talat.
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.