FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Whisper Memos: iPhone and Apple Watch voice recorder that transcribes memos and meetings and emails you a formatted transcript with an AI summary. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Whisper Memos when recording meetings and extracting action items via custom summary prompts matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
iPhone and Apple Watch voice recorder that transcribes memos and meetings and emails you a formatted transcript with an AI summary.
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
Whisper Memos is an AI voice-recording app for iPhone and Apple Watch, created by independent developer Vojtech Rinik, that records spoken memos and delivers them back as nicely formatted email transcripts within seconds. You can start a recording from a one-tap iPhone lock-screen widget or hands-free from an Apple Watch complication, making it suited to quick capture of rambling thoughts, meeting notes, lectures, or journal entries. Under the hood it offers multiple transcription engines, including OpenAI Whisper, ElevenLabs, and Cohere, and supports many languages with automatic paragraphing. Every voice note can get an automatic AI summary, and you can create custom summary tabs with your own prompts, for example to extract action items from meeting notes or to reorganize thoughts by topic. The app supports importing audio files in formats such as MP3, M4A, WAV, AAC, and FLAC. An Agents system routes different memos to different destinations, and integrations cover Notion, Trello, Things 3, Todoist, Day One, Evernote, Reflect, and Drafts, plus thousands more via Zapier or Mail Drop. It markets itself explicitly as a dictaphone, an audio recorder for meetings, and a voice journaling app, and has been covered by outlets like Six Colors and MacSparky. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Whisper Memos is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Whisper Memos |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-tap iPhone lock-screen and hands-free Apple Watch recording |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multiple transcription engines (OpenAI Whisper, ElevenLabs, Cohere) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic AI summaries with custom prompt-based summary tabs |
| Integrations | Mobile app for capturing in-person meetings | Transcripts delivered as formatted email with automatic paragraphs |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Audio file import (MP3, M4A, WAV, AAC, FLAC) |
| Best-fit workflow | Client mood and sentiment insights | Integrations with Notion, Things 3, Todoist, Day One, and Zapier |
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.
Whisper Memos
Choose Whisper Memos if you need dictating quick notes or ideas hands-free and receiving them by email — strengths include frictionless capture from lock screen or apple watch.
FinMate AI
Whisper Memos
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Whisper Memos is strong for dictating quick notes or ideas hands-free and receiving them by email. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Whisper Memos 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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