FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ZMEETING: AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and ZMEETING when department-wide meeting transcription deployments 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 meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription.
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
ZMEETING is an AI meeting-minutes tool developed by Hmcomm Co., Ltd., a Japanese company that originated from a national research institute and uses its own speech-recognition technology. The service automatically transcribes both online and in-person conversations, with the vendor reporting speech-recognition accuracy of over 90 percent. ZMEETING integrates with web conferencing platforms including Zoom and Microsoft Teams to join and transcribe meetings, and it supports real-time speech-to-text with speaker identification on higher-tier plans. Beyond transcription, the platform offers automatic filler-word removal, a custom dictionary for specialized terminology, and multilingual transcription and translation across Japanese, English, and additional languages such as Chinese, Korean, and others depending on plan and options. Higher-tier licenses add features like speaker-emotion recognition and quantified meeting-atmosphere analysis. ZMEETING runs in modern browsers on Windows and macOS and supports login via Google and Microsoft accounts, with various storage integrations. It is licensed by the number of simultaneous meetings rather than per user, making it suited to department-wide deployment. The product is actively maintained, with company updates dated through 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ZMEETING is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ZMEETING |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of Zoom and Microsoft Teams meetings |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker identification on higher-tier plans |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multilingual transcription and translation (Japanese, English, and more) |
| Integrations | Mobile app for capturing in-person meetings | Custom dictionary for specialized terminology |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic filler-word removal |
| Best-fit workflow | Client mood and sentiment insights | Emotion recognition and meeting-atmosphere analysis on upper tiers |
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.
ZMEETING
Choose ZMEETING if you need automatically generating minutes for zoom or teams calls — strengths include proprietary speech-recognition technology from a research-derived vendor.
FinMate AI
ZMEETING
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ZMEETING is strong for automatically generating minutes for zoom or teams calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ZMEETING 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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