Airspeed: Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Airspeed when revenue teams wanting every call scored and connected to account history matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Airspeed, formerly known as Glyphic, is a sales conversation intelligence and revenue-team platform that records, transcribes, and analyzes calls and connects them with email and ticket history into a persistent memory of each customer account. It integrates with meeting platforms such as Zoom and Teams to capture conversations, then surfaces key themes, generates pre-call and post-call intelligence, and provides contextual answers about accounts grounded in actual interactions. For coaching, Airspeed identifies coachable moments with specific post-call scorecards, tracks metrics like talk-to-listen ratio against team benchmarks, delivers automated coaching plans before standups, and offers a practice simulator with buyer personas to build specific skills such as pricing-objection handling and champion building. It scores live calls during conversations and tracks rep improvement over time. On the workflow side, Airspeed auto-syncs data to Salesforce, HubSpot, and Outreach, works within Gmail, Outlook, and Slack, and uses agents that detect signals like champion changes or stalled deals to draft outreach for rep approval and maintain CRM hygiene. The company is based in London and New York and rebranded from Glyphic to Airspeed in 2026; it is a live, operating product. 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
Airspeed 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 | Airspeed | FinMate AI |
|---|---|---|
| Core capability | Call and meeting recording with transcription via Zoom, Teams, and other platforms | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Persistent customer memory linking calls, emails, and tickets | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Pre-call and post-call AI intelligence and key-theme extraction | Recording and transcription of phone calls and in-person meetings |
| Integrations | Rep coaching with post-call scorecards, talk-to-listen benchmarks, and coaching plans | Mobile app for capturing in-person meetings |
| Languages & capture | Skill tracking on specific competencies plus a roleplay simulator with buyer personas | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Live call scoring during conversations | Client mood and sentiment insights |
Airspeed
Choose Airspeed if you need revenue teams wanting every call scored and connected to account history — strengths include combines conversation intelligence with structured rep scorecards and skill tracking.
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.
Airspeed
FinMate AI
It depends on your workflow. Airspeed is strong for revenue teams wanting every call scored and connected to account history, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Airspeed 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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