FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. YOMEL: Japanese AI meeting-minutes tool that records, transcribes, and auto-summarizes online and in-person meetings. 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 YOMEL when teams needing accurate transcription of in-person and online japanese meetings 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.
Japanese AI meeting-minutes tool that records, transcribes, and auto-summarizes online and in-person 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
YOMEL is a Japanese AI meeting-minutes (議事録) service developed by PKSHA Infinity, part of the PKSHA group. It is designed to automate the work of capturing, transcribing, and summarizing meetings so teams can produce structured minutes shortly after a discussion ends. After installing a desktop or smartphone app, users start recording with one click, and YOMEL transcribes the audio, automatically identifies speakers, and generates a draft of the minutes. Its speech recognition is tuned for Japanese and aims to handle unclear or noisy audio. The tool works with major web-conferencing platforms such as Microsoft Teams, Zoom, Google Meet, and Webex, as well as in-person meetings recorded on a phone. Features include automatic summarization, custom summary formats tailored to different meeting types, key-point extraction, a registered dictionary for specialized terms, search and bulk replace, and external sharing via URL. A more recent AI chat capability lets users ask questions against their meeting logs to organize agendas and extract follow-up tasks. The company reports the service is used by thousands of companies and processes a large volume of meetings each month. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); YOMEL is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | YOMEL |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | One-click recording via desktop and smartphone apps |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Japanese-optimized speech-to-text transcription |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic speaker identification |
| Integrations | Mobile app for capturing in-person meetings | AI summarization with custom summary formats per meeting type |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Works with Microsoft Teams, Zoom, Google Meet, and Webex plus in-person meetings |
| Best-fit workflow | Client mood and sentiment insights | Registered dictionary, search and bulk replace, and URL-based external sharing |
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.
YOMEL
Choose YOMEL if you need japanese companies automating internal meeting minutes — strengths include speech recognition specifically tuned for japanese, including noisy or unclear audio.
FinMate AI
YOMEL
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while YOMEL is strong for japanese companies automating internal meeting minutes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and YOMEL 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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