FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TalkNotes: AI voice-note app that records or uploads audio and reformats it into meeting notes, task lists, and other structured styles. 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 TalkNotes when dictating ideas and converting them into emails or notes 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.
AI voice-note app that records or uploads audio and reformats it into meeting notes, task lists, and other structured styles.
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
TalkNotes is an AI-powered voice note application that converts spoken input into organized, formatted text. Users record audio with a single tap (the app can run in the background) or upload files up to roughly two hours, and TalkNotes transcribes the audio and then reformats it according to a chosen style. It ships with 100+ pre-made formatting styles, including meeting notes, task lists, transcripts, emails, and brainstorming formats, and lets users create custom styles, so the same recording can be reshaped for different purposes. It supports 50+ languages, offers note editing and organization, and provides export options to PDF, text, and markdown plus shareable URLs, along with Zapier and webhook integrations for automation. TalkNotes is available on web, iOS, and Android. The product explicitly supports meeting transcription alongside general idea capture, positioning it for professionals, entrepreneurs, content creators, and students who want to dictate or record and have the output automatically structured rather than manually cleaned up. Its strength is turning loose speech into ready-to-use written formats quickly. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TalkNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TalkNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-tap recording with background capture plus file upload up to ~2 hours |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | 100+ pre-made formatting styles including meeting notes and task lists |
| Team usage | Recording and transcription of phone calls and in-person meetings | Custom style creation |
| Integrations | Mobile app for capturing in-person meetings | 50+ language support |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Export to PDF, text, and markdown plus shareable URLs |
| Best-fit workflow | Client mood and sentiment insights | Zapier and webhook integrations for automation |
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.
TalkNotes
Choose TalkNotes if you need recording a meeting and formatting it as structured minutes or a task list — strengths include large library of output styles, including meeting-specific formats.
FinMate AI
TalkNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TalkNotes is strong for recording a meeting and formatting it as structured minutes or a task list. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TalkNotes is a free tier with paid upgrades. 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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