FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TicNote (Mobvoi): A slim AI voice recorder device from Mobvoi paired with an app and "Shadow" AI agent that records, transcribes, summarizes, and translates meetings, calls, and lectures. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TicNote (Mobvoi) when capturing and transcribing interviews, lectures, and phone calls for later review 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.
A slim AI voice recorder device from Mobvoi paired with an app and "Shadow" AI agent that records, transcribes, summarizes, and translates meetings, calls, and lectures.
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
TicNote is an AI voice recorder from Mobvoi (the company behind TicWatch) that combines a slim, card-sized hardware device with a companion app and web studio. The aluminum-cased recorder uses three MEMS microphones with noise reduction, plus separate modes for ambient/environmental recording and phone-call capture via a vibration sensor. Audio syncs to TicNote's app, where its built-in AI agent, "Shadow," transcribes speech in real time across more than 100 languages and generates concise summaries, meeting minutes, mind maps, and translations. Users can organize recordings into Projects, identify and label speakers automatically through voiceprint recognition, and chat with Shadow to ask questions about their transcripts or run deeper research across files. It's aimed at professionals, journalists, students, and anyone who records business meetings, interviews, calls, and lectures and wants searchable notes afterward. The device offers onboard storage plus cloud sync, and Mobvoi states it does not use customer data to train AI models. It works alongside the meetings or conversations you capture in person.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TicNote (Mobvoi) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TicNote (Mobvoi) |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Hardware AI voice recorder with three MEMS microphones and noise reduction |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription and translation across 100+ languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated summaries, meeting minutes, and mind maps via the Shadow agent |
| Integrations | Mobile app for capturing in-person meetings | Automatic speaker identification through AI voiceprint recognition |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Separate ambient recording and phone-call recording modes |
| Best-fit workflow | Client mood and sentiment insights | Project organization plus app and web (TicNote Studio) cloud sync |
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.
TicNote (Mobvoi)
Choose TicNote (Mobvoi) if you need recording and summarizing in-person business meetings and one-on-ones — strengths include captures audio anywhere with dedicated hardware, not dependent on a meeting platform or laptop being open.
FinMate AI
TicNote (Mobvoi)
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TicNote (Mobvoi) is strong for recording and summarizing in-person business meetings and one-on-ones. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TicNote (Mobvoi) 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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