Attention: AI conversation intelligence platform that records and transcribes sales calls, scores them against frameworks, and automates CRM updates and follow-ups. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Attention when sales managers coaching reps with consistent call scorecards 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 conversation intelligence platform that records and transcribes sales calls, scores them against frameworks, and automates CRM updates and follow-ups.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Attention is an AI-native conversation intelligence platform for revenue teams that records, transcribes and analyzes sales calls to automate post-call work and coaching. It captures meetings across video conferencing tools such as Zoom, Google Meet and Microsoft Teams and transcribes conversations in many languages, then uses AI to generate summaries, insights and coaching feedback. A distinguishing capability is automated scorecards: Attention evaluates rep performance against established sales methodologies such as MEDDIC and BANT, giving managers a consistent, AI-generated assessment of each call rather than relying on manual review. The platform also includes AI sales agents that automate follow-up emails, CRM updates and next-step workflows, with a CRM auto-update feature that populates systems from call data to reduce manual entry. Attention integrates with a large ecosystem of tools, including Salesforce, HubSpot, Gmail, Outlook, Slack and Zapier, so call insights and tasks can flow into existing sales processes. It is aimed at revenue teams, sales leaders, individual reps and customer success departments that want to cut administrative work, improve coaching consistency and keep deals from slipping due to missed follow-ups. 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
Attention 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 | Attention | FinMate AI |
|---|---|---|
| Core capability | Records and transcribes calls across Zoom, Google Meet and Microsoft Teams | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Transcription in 100+ languages | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automated coaching scorecards against MEDDIC, BANT and similar frameworks | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI sales agents for follow-ups and next-step automation | Mobile app for capturing in-person meetings |
| Languages & capture | CRM auto-update to reduce manual data entry | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Integrations with Salesforce, HubSpot, Gmail, Outlook, Slack and Zapier | Client mood and sentiment insights |
Attention
Choose Attention if you need sales managers coaching reps with consistent call scorecards — strengths include methodology-based scorecards bring consistency to call coaching.
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.
Attention
FinMate AI
It depends on your workflow. Attention is strong for sales managers coaching reps with consistent call scorecards, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Attention 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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