Is AmplifAI or FinMate AI better for AI meeting notes?

It depends on your workflow. AmplifAI is strong for automating quality assurance by transcribing and scoring customer service calls at scale, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.

How do AmplifAI and FinMate AI compare on price?

AmplifAI is custom pricing and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.

Can I use both AmplifAI and FinMate AI?

Sure. Running both makes sense when their strengths don't overlap and the budget allows.

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AmplifAI vs FinMate AI

AmplifAI: AmplifAI is an AI-powered contact center platform that transcribes and analyzes customer conversations across voice, chat, and messaging to automate quality assurance, coaching, and CX intelligence. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.

How Hosiqo compares and tests tools

Final recommendation

Shortlist AmplifAI when automating quality assurance by transcribing and scoring customer service calls at scale 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.

AmplifAI

CustomAI Meeting Assistants

AmplifAI is an AI-powered contact center platform that transcribes and analyzes customer conversations across voice, chat, and messaging to automate quality assurance, coaching, and CX intelligence.

Ask Your Transcripts: natural-language Q&A across call transcripts, QA data, and CX metricsAutomated QA scoring conversations across channels and triggering tailored coachingConversational intelligence surfacing sentiment, intent, call reasons, and behavioral signals

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FinMate AI

About AmplifAI

AmplifAI is a contact center performance and customer-experience platform that unifies data across voice, chat, email, social, CRM, and workforce systems into a single source of truth. Its conversational intelligence layer captures call recordings and uses speech-to-text to transcribe conversations, then analyzes them for sentiment, intent, call reasons, themes, and behavioral signals. Rather than sampling a small percentage of interactions, its Automated QA evaluates conversations across channels and connects findings directly to coaching workflows. An "Ask Your Transcripts" feature provides a natural-language interface for querying call transcripts, QA scores, and CX metrics on demand, while real-time transcription, sentiment, and next-best-action guidance support agents during live interactions, including auto-summarized notes and dispositions. The platform is built for contact center teams—agents, team leaders, quality analysts, and CX leadership—across industries such as retail, financial services, healthcare, BPOs, and communications. It rounds out its offering with role-based performance dashboards, predictive NPS, root-cause analysis, gamification, and recognition tools to drive measurable performance improvements.

Best suited for

Automating quality assurance by transcribing and scoring customer service calls at scale
Surfacing customer sentiment, intent, and root-cause insights from conversation transcripts
Delivering data-driven, conversation-based coaching to agents and team leaders

About FinMate AI

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

Documenting discovery and annual review meetings for advisory records
Capturing in-person and phone client conversations via the mobile app
Syncing structured meeting notes and tasks into an advisor CRM

Feature	AmplifAI	FinMate AI
Core capability	Speech-to-text transcription of voice calls plus analysis of chat and messaging conversations	Note-taking structured by advisor meeting types such as discovery and review
Standout feature	Conversational intelligence surfacing sentiment, intent, call reasons, and behavioral signals	Support for Zoom, Microsoft Teams, Google Meet, and Webex
Team usage	Ask Your Transcripts: natural-language Q&A across call transcripts, QA data, and CX metrics	Recording and transcription of phone calls and in-person meetings
Integrations	Automated QA scoring conversations across channels and triggering tailored coaching	Mobile app for capturing in-person meetings
Languages & capture	Real-time transcription, sentiment, and next-best-action guidance with auto-summarized after-call notes	CRM integration with Redtail, Salesforce, and Wealthbox
Best-fit workflow	Unified data integration across voice, chat, CRM, surveys, and workforce systems with role-based performance dashboards	Client mood and sentiment insights

AmplifAI vs FinMate AI

About AmplifAI

About FinMate AI

Pricing comparison

Feature table

Best for

Pros & cons

FAQ

Is AmplifAI or FinMate AI better for AI meeting notes?

How do AmplifAI and FinMate AI compare on price?

Can I use both AmplifAI and FinMate AI?

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