FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TeamsMaestro: A Microsoft Teams-focused AI note taker whose bot joins calls to transcribe, summarize, and extract action items. 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 TeamsMaestro when capturing action items from recurring teams meetings 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 Microsoft Teams-focused AI note taker whose bot joins calls to transcribe, summarize, and extract 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
TeamsMaestro, from Maestro Labs, is an AI meeting assistant built specifically for Microsoft Teams. Its bot joins Teams calls a few minutes before they start based on your calendar, or it can be invited manually by adding teams@maestrolabs.com as a participant. During the meeting it listens to the conversation and then automatically generates structured meeting summaries with key discussion points, and it identifies action items so teams can track follow-up tasks. The tool supports more than 20 languages, detecting the spoken language and providing summaries accordingly. Meeting notes are stored within the Teams workspace and shared by email to participants, keeping the workflow close to where Teams users already work. TeamsMaestro is described as Microsoft Attested and is available across desktop, mobile, and web on Windows and macOS. Because it is purpose-built for Teams rather than spanning many platforms, it is well suited to organizations standardized on Microsoft Teams that want automated transcription, summaries, and action-item capture without manual note-taking. A free tier with a limited number of monthly meeting notes is offered alongside paid options. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TeamsMaestro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TeamsMaestro |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Purpose-built for Microsoft Teams meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot auto-joins scheduled calls or can be invited manually |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic meeting summaries with key discussion points |
| Integrations | Mobile app for capturing in-person meetings | Automatic action-item identification |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for 20+ languages with spoken-language detection |
| Best-fit workflow | Client mood and sentiment insights | Notes stored in the Teams workspace and shared by email |
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.
TeamsMaestro
Choose TeamsMaestro if you need organizations standardized on microsoft teams needing automatic notes — strengths include deep, native-feeling focus on microsoft teams workflows.
FinMate AI
TeamsMaestro
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TeamsMaestro is strong for organizations standardized on microsoft teams needing automatic notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TeamsMaestro 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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