Aircall: Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aircall when running outbound and inbound sales calling with ai transcription matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Aircall is a cloud-based phone and call center platform widely used by sales and support teams, with an integrated AI conversation intelligence layer that runs across calls rather than as a separate bolt-on system. Its core function is to handle business calling through features like power dialing, call recording, IVR, queueing, and routing, while Aircall AI transcribes conversations and analyzes them for insights. The conversation intelligence capabilities include AI-generated call summaries, key topic recognition, sentiment analysis, talk-to-listen ratios, transcription text search, and call scoring, which together help teams spot coaching opportunities and understand customer objections and buying signals. Aircall centralizes communications in a Workspace that brings voice, text, voicemail, and WhatsApp into a threaded view around each customer, with access to recordings and transcripts. The platform logs activity and transcripts to connected CRMs, and an analytics add-on extends dashboards with advanced filters, longer history, and KPI drill-downs. Aircall is aimed at sales and customer-facing teams that want a reliable cloud phone system with conversation intelligence included, rather than running a separate dialer and analysis tool. 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
Aircall 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 | Aircall | FinMate AI |
|---|---|---|
| Core capability | Cloud calling with power dialing, recording, IVR, and routing | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | AI call summaries with key topic recognition | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Sentiment analysis and talk-to-listen ratios | Recording and transcription of phone calls and in-person meetings |
| Integrations | Transcription with text search and call scoring | Mobile app for capturing in-person meetings |
| Languages & capture | CRM logging and an advanced analytics add-on | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Cloud calling with power dialing, recording, IVR, and routing | Client mood and sentiment insights |
Aircall
Choose Aircall if you need running outbound and inbound sales calling with ai transcription — strengths include conversation intelligence is built into the phone system itself.
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.
Aircall
FinMate AI
It depends on your workflow. Aircall is strong for running outbound and inbound sales calling with ai transcription, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Aircall 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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