FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TeamRetro: Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TeamRetro when conducting recurring team health checks to track morale and agile maturity 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.
Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries.
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
TeamRetro is a web-based platform designed specifically for agile teams to run structured retrospective meetings, team health checks, and estimation (planning poker) sessions. Rather than adapting a generic whiteboard, it provides a guided retrospective workflow with anonymous idea submission, dot voting, grouping, and action-item tracking carried forward between sessions. The tool ships with a large library of retrospective templates (such as Start/Stop/Continue, Sailboat, and 4Ls) and icebreakers, and includes recurring team health-check assessments that visualize how a team's agile maturity and sentiment trend over time. Its AI capabilities focus on the retro itself: automatically grouping similar cards into themes, generating discussion summaries when enabled, and producing icebreaker or custom health-check content from prompts, with organizations able to switch AI features on or off. TeamRetro integrates with tools like Jira, Trello, Microsoft Teams, and Slack so action items flow into existing workflows. It is delivered as a hosted SaaS product with a free trial and is used by teams ranging from startups to large enterprises looking to standardize and improve project retrospectives. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TeamRetro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TeamRetro |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Action-item tracking carried across sessions |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Guided retrospective workflow with anonymous input, grouping, and dot voting |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-assisted automatic grouping of similar ideas into themes |
| Integrations | Mobile app for capturing in-person meetings | AI-generated retrospective summaries (when enabled by the organization) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Recurring team health checks with trend and sentiment tracking over time |
| Best-fit workflow | Client mood and sentiment insights | Large library of retrospective templates and icebreaker activities |
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.
TeamRetro
Choose TeamRetro if you need running sprint or project retrospectives for distributed agile teams — strengths include purpose-built for retrospectives rather than a repurposed generic whiteboard.
FinMate AI
TeamRetro
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TeamRetro is strong for running sprint or project retrospectives for distributed agile teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TeamRetro is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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