FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Wudpecker: AI notes with templates for sales, CS and product calls Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Wudpecker when standardized meeting summaries 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 notes with templates for sales, CS and product calls
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
Wudpecker is an AI meeting notetaker that records and transcribes calls and then generates structured, template-based summaries so each meeting produces consistent, ready-to-use notes. It works across major conferencing platforms and focuses on turning conversations into organized write-ups — decisions, next steps, and key points — rather than leaving users with a raw transcript. Templates let teams standardize how different meeting types are documented, which is useful for sales discovery calls, customer conversations, and recurring internal meetings. Wudpecker can share summaries and push notes into other tools so follow-ups happen where teams already work, and it supports multiple languages for international users. It is typically adopted by customer-facing and sales teams that value clean, repeatable summaries and want to reduce the manual effort of writing up calls, positioning itself as a lightweight, template-driven notetaker rather than a heavy analytics platform. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Wudpecker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Wudpecker |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Template-based AI summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Action items and key points |
| Integrations | Mobile app for capturing in-person meetings | Sharing and integrations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-language support |
| Best-fit workflow | Client mood and sentiment insights | Recording and transcription |
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.
Wudpecker
Choose Wudpecker if you need sales discovery call notes — strengths include consistent, template-driven summaries.
FinMate AI
Wudpecker
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Wudpecker is strong for sales discovery call notes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Wudpecker 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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