FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Willow Voice: Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any application. 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 Willow Voice when writing documents and notes in apps like notion with automatic formatting matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Willow Voice is a system-wide AI dictation app for Mac, Windows, and iPhone that converts speech into cleaned-up, formatted text and inserts it at the cursor in any application.
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
Willow Voice is an AI dictation tool that turns spoken words into polished written text inside any application. Instead of recording meetings, it works at the cursor: you place your cursor in a text field (such as Gmail, Slack, Notion, iMessage, or a code editor), hold a hotkey, speak naturally, and formatted text appears in place. As it transcribes, Willow automatically removes filler words, fixes punctuation, and applies formatting, and it can learn your writing style to adapt tone across different apps. The product is built for professionals who want to write messages, emails, and documents faster than typing. It runs on Mac, Windows, and iPhone, supports voice commands for inserting line breaks and bullet points, handles many languages, and offers an auto-learning dictionary for names and terminology. Willow advertises low-latency transcription and an AI mode that expands brief spoken notes into complete messages. For organizations, it markets SOC 2 and HIPAA compliance, zero data retention, and admin controls. It is a dictation tool rather than a meeting or call recorder.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Willow Voice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Willow Voice |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | System-wide dictation that inserts transcribed text at the cursor in any app via a hotkey |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic cleanup that removes filler words, fixes punctuation, and applies formatting |
| Team usage | Recording and transcription of phone calls and in-person meetings | Style and tone matching that learns and adapts to your writing across apps |
| Integrations | Mobile app for capturing in-person meetings | AI mode that expands brief spoken notes into complete, polished messages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Voice commands for formatting (e.g. new line, bullet point) and an auto-learning dictionary for names and terms |
| Best-fit workflow | Client mood and sentiment insights | Cross-platform availability on Mac, Windows, and iPhone with support for many languages |
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.
Willow Voice
Choose Willow Voice if you need drafting emails, slack messages, and chat replies by speaking instead of typing — strengths include works everywhere you type instead of being locked to a single app or note interface.
FinMate AI
Willow Voice
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Willow Voice is strong for drafting emails, slack messages, and chat replies by speaking instead of typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Willow Voice is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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