FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VOMO: AI voice memo and meeting app that records, transcribes, and summarizes audio and video into structured, searchable notes. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VOMO when transcribing interviews, lectures, and podcasts into structured notes 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.
AI voice memo and meeting app that records, transcribes, and summarizes audio and video into structured, 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
VOMO is an AI-powered voice memo and meeting notetaker available on mobile and web that turns spoken audio into structured, searchable text. Users can record meetings or memos directly, upload existing audio and video files, or import from a video link, and VOMO transcribes the content with speaker identification across a wide range of languages. Its Smart Notes feature organizes raw transcripts into sections such as summaries, key decisions, action items, and speaker-tagged dialogue, and it offers templates for different scenarios like team meetings, stand-ups, sales calls, interviews, and lectures. Recordings are saved with time-stamped chapters for easy navigation, and an Ask AI capability lets users query a recording, draft follow-ups, and surface specific details. VOMO supports exporting notes in formats like PDF, Word, and Markdown, and generating shareable transcript links. It integrates with iOS conveniences such as Siri Shortcuts and AirPods. The app is aimed at professionals, students, and anyone who wants to capture in-person or online conversations on the go and convert them into clean, actionable notes without manual typing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VOMO is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VOMO |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, uploads, or imports audio and video for transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification and multi-language transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | Smart Notes that structure transcripts into summary, decisions, and action items |
| Integrations | Mobile app for capturing in-person meetings | Templates for meetings, stand-ups, sales calls, interviews, and lectures |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Ask AI to query recordings and draft follow-ups |
| Best-fit workflow | Client mood and sentiment insights | Export to PDF, Word, and Markdown plus shareable transcript links |
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.
VOMO
Choose VOMO if you need capturing and summarizing in-person or recorded meetings — strengths include works for both in-person memos and uploaded meeting recordings.
FinMate AI
VOMO
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VOMO is strong for capturing and summarizing in-person or recorded meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VOMO 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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