FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VXT: Communications platform for law firms with an AI notetaker (VXT Meet) for recording and summarizing meetings. 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 VXT when law firms linking meeting summaries to specific matters 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.
Communications platform for law firms with an AI notetaker (VXT Meet) for recording and summarizing meetings.
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
VXT is a communications platform built specifically for law firms and legal professionals, combining a VoIP phone system, team messaging, and an AI notetaker called VXT Meet. VXT Meet records and transcribes meetings and generates summaries, and it is designed to work for both video calls and in-person meetings, capturing the conversation so attorneys do not have to take manual notes during client consultations and matter discussions. Because VXT is built for the legal vertical, its notetaker integrates with legal practice management software so summaries and details can be associated with the right matter and client. The platform is aimed at attorneys, paralegals, and law firm staff who want their calls, messages, and meeting notes connected within a single legal-focused toolset. VXT reports use by thousands of attorneys globally and integrations with many practice management systems. It is actively operating in 2025 and 2026, with current customer testimonials, an active app, and ongoing integration support, making it a vertical-specific meeting and notes tool for the legal industry. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VXT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VXT |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI notetaker (VXT Meet) that records and transcribes meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Meeting summaries for client and matter discussions |
| Team usage | Recording and transcription of phone calls and in-person meetings | Support for both video and in-person meeting capture |
| Integrations | Mobile app for capturing in-person meetings | Integration with legal practice management software |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Combined VoIP phone, messaging, and notetaking for firms |
| Best-fit workflow | Client mood and sentiment insights | AI notetaker (VXT Meet) that records and transcribes meetings |
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.
VXT
Choose VXT if you need attorneys capturing client consultations without manual notes — strengths include built specifically for law firms and legal workflows.
FinMate AI
VXT
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VXT is strong for attorneys capturing client consultations without manual notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VXT is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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