FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Upmeet: French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable. 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 Upmeet when sales teams syncing meeting outcomes into salesforce or hubspot matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable.
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
Upmeet is an AI meeting assistant developed by SAS VRM, a France-based company that emphasizes French data residency and GDPR compliance. The product focuses on what it calls the post-meeting layer: rather than only producing notes, it aims to clarify decisions, assign responsibilities, and make meeting knowledge searchable across a team. Upmeet offers a desktop application that records video calls directly without adding a separate bot participant to the meeting, which the company describes as a more discreet and confidential capture method. It also supports in-person recording and importing existing audio files. After capture, Upmeet automatically transcribes the conversation and generates structured summaries that highlight decisions and action items. A searchable meeting memory lets users query past meetings through an AI agent interface, and the tool integrates with CRM systems such as Salesforce and HubSpot as well as communication and productivity tools like Slack and Teams. Upmeet provides specialized configurations tailored to different industries. It is aimed at French and European teams, including sales and operations groups, that want meeting records kept within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Upmeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Upmeet |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Desktop app records video calls without adding a bot participant |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | In-person recording and audio file import support |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic transcription with summaries highlighting decisions and actions |
| Integrations | Mobile app for capturing in-person meetings | Searchable meeting memory with an AI agent query interface |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrations with Salesforce, HubSpot, Slack, and Teams |
| Best-fit workflow | Client mood and sentiment insights | Industry-specific configurations |
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.
Upmeet
Choose Upmeet if you need french and european teams needing meeting records hosted in france — strengths include bot-free recording avoids a visible assistant in the meeting.
FinMate AI
Upmeet
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Upmeet is strong for french and european teams needing meeting records hosted in france. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Upmeet 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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