FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Webex AI Assistant: The AI assistant built into the Cisco Webex Suite, providing real-time transcription, automatic meeting summaries, highlights, and action items across Webex meetings, messaging, and calling. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Webex AI Assistant when catching up on a meeting you joined late or missed by asking the assistant what was discussed 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.
The AI assistant built into the Cisco Webex Suite, providing real-time transcription, automatic meeting summaries, highlights, and action items across Webex meetings, messaging, and calling.
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
Webex AI Assistant (the Cisco AI Assistant) is built into the Webex Suite, adding AI features to Webex Meetings, Messaging, and Calling rather than working as a standalone app for other platforms. In meetings it provides real-time transcription, automatic meeting summaries, highlights, notes, and action item tracking, and it lets participants ask questions about what was discussed without interrupting the meeting. It can generate post-meeting summaries within recordings, including transcripts, notes, action items, and chapters, and it offers message summaries in Webex messaging. The AI Assistant is included on paid Webex plans (Webex Meet, Webex Suite, and Webex Enterprise); the free Webex plan does not include it. Paid plans add AI-powered cloud recording (10 GB on Webex Meet), closed captions, and longer meetings. Real-time translation to 100+ languages is available as a separate paid add-on.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Webex AI Assistant is from $12/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Webex AI Assistant |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting summaries |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | Highlights & action items |
| Integrations | Mobile app for capturing in-person meetings | In-meeting Q&A |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Message summaries |
| Best-fit workflow | Client mood and sentiment insights | Meeting summaries |
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.
Webex AI Assistant
Choose Webex AI Assistant if you need automatically capturing transcripts, summaries, and action items from webex meetings — strengths include built directly into webex, so transcription and summaries work without a third-party bot joining the call.
FinMate AI
Webex AI Assistant
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Webex AI Assistant is strong for automatically capturing transcripts, summaries, and action items from webex meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Webex AI Assistant is from $12/mo. 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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