FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tandem Health: Tandem Health is an AI medical scribe that listens to clinician-patient consultations and automatically generates structured clinical notes for review and one-click transfer to medical record systems. 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 Tandem Health when assisting clinicians with diagnosis and procedure coding suggestions 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.
Tandem Health is an AI medical scribe that listens to clinician-patient consultations and automatically generates structured clinical notes for review and one-click transfer to medical record systems.
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
Tandem Health, founded in 2023 and based in Stockholm, builds an AI medical assistant for healthcare professionals. Its AI Scribe captures patient consultations by listening to the conversation in real time and transcribes the audio, then generates a structured clinical note ready for the clinician to review and send to their electronic health record in one click. The platform supports in-person visits and virtual consultations, and produces notes in the clinician's chosen language. Alongside the scribe, Tandem offers a Coding Assistant that suggests diagnosis and procedure codes from validated guidelines, and Clinical Decision Support that answers patient-specific clinical questions with source citations. The product integrates with more than 100 medical record systems across Europe. It is CE marked under EU MDR as Class IIa medical devices and holds ISO 13485 and ISO 27001 certifications, with GDPR compliance and a stated policy of not storing conversation audio after transcription. It is used by clinicians across general practice, mental health, veterinary, and other care settings throughout Europe.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tandem Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tandem Health |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI Scribe that transcribes consultations and auto-generates structured clinical notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time voice capture for in-person and virtual consultations |
| Team usage | Recording and transcription of phone calls and in-person meetings | One-click transfer of notes to electronic health record systems |
| Integrations | Mobile app for capturing in-person meetings | Coding Assistant suggesting diagnosis and procedure codes from validated guidelines |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Clinical Decision Support answering patient-specific questions with source citations |
| Best-fit workflow | Client mood and sentiment insights | Multi-language note generation and integration with 100+ medical record systems |
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.
Tandem Health
Choose Tandem Health if you need generating clinical notes automatically during doctor-patient consultations to reduce documentation time — strengths include purpose-built for clinical documentation with deep ehr integration across europe.
FinMate AI
Tandem Health
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tandem Health is strong for generating clinical notes automatically during doctor-patient consultations to reduce documentation time. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tandem Health is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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