FinMate AI is an AI notetaker tailored for financial advisors to create meeting notes in the formats they commonly use, applicable for various meeting types.
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- Launch FinMate AI directly from your Dock or taskbar.
- Work without distractions in a dedicated window, separate from your browser tabs.
- Manage multiple FinMate AI accounts and switch between them without logging out.
FinMate AI Notetaker - The only AI notetaker designed by Financial Advisors specifically for Financial Advisors. Take notes on your Virtual, Phone, or In Person Meetings in the note formats actually used by Financial Advisors!
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