AmpUp: AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios. 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 AmpUp when sales orgs wanting coaching on every call instead of a small reviewed sample matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AmpUp is an AI sales coaching and conversation intelligence platform for revenue teams that aims to coach on every call rather than a small sample. Its native notetaker joins meetings automatically across dialer, video, and phone, producing clean structured transcripts, and it can also ingest conversation data from existing platforms such as Gong, Chorus, Fireflies, Fathom, and Granola. The platform organizes coaching around several components: Sales Brain analyzes interaction patterns to identify winning behaviors versus performance gaps; Atlas delivers meeting-prep briefs before calls and coaching debriefs immediately after; Skill Lab generates practice scenarios based on real objections from the current pipeline; and the Notetaker feeds call data back into the coaching loop. AmpUp targets sales coaching at scale, deal execution and pipeline progression, rep onboarding and ramp acceleration, knowledge transfer across teams, and meeting prep with post-call analysis. Because it can sit on top of an existing conversation-intelligence stack or capture calls directly, it can serve as a dedicated coaching layer for teams that already record calls elsewhere. AmpUp is a live, operating product in 2025/2026 and is positioned as a sales/meeting tool rather than a contact-center QA system. 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
AmpUp 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 | AmpUp | FinMate AI |
|---|---|---|
| Core capability | Native notetaker that auto-joins meetings across dialer, video, and phone | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Ingestion of conversation data from Gong, Chorus, Fireflies, Fathom, and Granola | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Clean structured transcripts of every call | Recording and transcription of phone calls and in-person meetings |
| Integrations | Sales Brain analysis of winning behaviors versus performance gaps | Mobile app for capturing in-person meetings |
| Languages & capture | Atlas pre-call prep briefs and immediate post-call coaching debriefs | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Skill Lab practice scenarios generated from real pipeline objections | Client mood and sentiment insights |
AmpUp
Choose AmpUp if you need sales orgs wanting coaching on every call instead of a small reviewed sample — strengths include coaching layer that can sit on top of an existing conversation-intelligence stack or capture calls directly.
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.
AmpUp
FinMate AI
It depends on your workflow. AmpUp is strong for sales orgs wanting coaching on every call instead of a small reviewed sample, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
AmpUp 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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