FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TwinMind: Browser-extension and mobile AI meeting assistant that transcribes calls in real time on-device and turns them into searchable notes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TwinMind when users who prefer a bot-free, privacy-conscious notetaker over tools that join the meeting 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.
Browser-extension and mobile AI meeting assistant that transcribes calls in real time on-device and turns them into searchable notes.
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
TwinMind is an AI meeting assistant delivered as a Chrome browser extension and companion mobile app that captures, transcribes, and summarizes conversations from video calls and in-person meetings. The Chrome extension works alongside Google Meet, Zoom, and Microsoft Teams to produce real-time transcripts and then generate structured notes and action items after the call. Rather than sending a separate bot participant into the meeting, TwinMind transcribes the audio playing on the user's device, so there is no visible 'recording bot' announcement. The company emphasizes a privacy-first design: the product states that audio is not stored and that only text transcripts are kept, with data saved locally and optional encrypted cloud backup. TwinMind supports a large set of languages and lets users query their past conversations through an AI chat interface, positioning itself as a personal 'second brain' for recall. It markets a single experience spanning desktop browser and phone so meetings, voice notes, and ambient conversations can be captured in one place. The product is actively maintained and operating in 2025-2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TwinMind is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TwinMind |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chrome browser extension for Google Meet, Zoom, and Microsoft Teams |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription with on-device audio capture (no separate meeting bot) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic AI summaries and action items after each meeting |
| Integrations | Mobile app for capturing in-person meetings | AI chat to query and search past conversations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Companion mobile app for in-person and on-the-go capture |
| Best-fit workflow | Client mood and sentiment insights | Multilingual transcription across many languages |
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.
TwinMind
Choose TwinMind if you need professionals who want hands-free notes during back-to-back video calls — strengths include bot-free capture avoids a visible recorder joining the call.
FinMate AI
TwinMind
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TwinMind is strong for professionals who want hands-free notes during back-to-back video calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TwinMind 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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