Agaton: Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Agaton when coaching sales reps in real time during calls to improve objection handling and closing matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Agaton is a Stockholm-based AI conversation intelligence and revenue intelligence platform built for sales and customer-facing teams. The product applies voice AI to analyze agent-customer calls, aiming to review interactions rather than only a sampled subset, and surfaces signals such as buying intent, objections, sentiment shifts, and engagement levels. From these signals it generates personalized, real-time coaching guidance for reps during conversations and quality-and-compliance insights that help managers make faster decisions. Agaton evaluates sales skills like objection handling, closing technique, rapport building, and negotiation, and integrates with existing tools in the sales stack including dialers, CRM, Teams, Slack, and email. The company positions Agaton as an autonomous AI co-worker that automates core workflows so reps can focus on relationships and closing. As a European company, Agaton emphasizes European data-privacy standards, GDPR compliance, ISO 27001 certification, and automatic redaction of personally identifiable information. It was founded in 2024 and reports a customer base that includes Nordic enterprises. It is a newer, regionally rooted alternative to large US-based conversation intelligence incumbents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
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
Agaton is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Agaton | FinMate AI |
|---|---|---|
| Core capability | AI analysis of agent-customer sales calls with quality and compliance monitoring | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Real-time, personalized coaching delivered during live interactions | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Buying-signal, objection, and sentiment detection | Recording and transcription of phone calls and in-person meetings |
| Integrations | Sales-skill evaluation (objection handling, closing, rapport, negotiation) | Mobile app for capturing in-person meetings |
| Languages & capture | CRM, dialer, Teams, Slack, and email integrations | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Automatic PII redaction with GDPR and ISO 27001 focus | Client mood and sentiment insights |
Agaton
Choose Agaton if you need coaching sales reps in real time during calls to improve objection handling and closing — strengths include european, gdpr-compliant approach with iso 27001 certification appealing to eu/emea teams.
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.
Agaton
FinMate AI
It depends on your workflow. Agaton is strong for coaching sales reps in real time during calls to improve objection handling and closing, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Agaton is a free tier with paid upgrades and FinMate AI 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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