Avoma: Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching. 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 Avoma when automatically recording, transcribing, and summarizing sales and customer calls 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.
Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Avoma is an AI meeting assistant that combines automated note-taking with conversation and revenue intelligence in a single platform. It records, transcribes, and summarizes meetings, generating AI notes from custom templates and syncing key details back to your CRM. Beyond documentation, Avoma layers in conversation intelligence for call scoring, talk-pattern analysis, and coaching, plus revenue intelligence features such as deal-risk alerts, sales-methodology tracking, and win-loss analysis. A built-in scheduler and lead router help teams book and route meetings. Avoma works with major conferencing platforms including Zoom, Google Meet, and Microsoft Teams, and connects to CRMs like Salesforce and HubSpot. It is aimed primarily at revenue and customer-facing teams that want meeting automation and pipeline insights together. Pricing is tiered, starting with a Startup plan and scaling to Organization and Enterprise, with optional intelligence add-ons.
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
Avoma is from $19/mo (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Avoma | FinMate AI |
|---|---|---|
| Core capability | AI-generated meeting notes and transcription with custom templates | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Conversation intelligence with call scoring and coaching | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Revenue intelligence including deal-risk alerts and win-loss analysis | Recording and transcription of phone calls and in-person meetings |
| Integrations | Built-in scheduler and lead router | Mobile app for capturing in-person meetings |
| Languages & capture | CRM syncing with platforms like Salesforce and HubSpot | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | AI-generated meeting notes and transcription with custom templates | Client mood and sentiment insights |
Avoma
Choose Avoma if you need automatically recording, transcribing, and summarizing sales and customer calls — strengths include combines ai note-taking with conversation and revenue intelligence in one platform rather than separate tools.
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.
Avoma
FinMate AI
It depends on your workflow. Avoma is strong for automatically recording, transcribing, and summarizing sales and customer calls, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Avoma is from $19/mo and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Avoma and FinMate AI.
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