CallFinder: CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights. 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 CallFinder when automating quality assurance and call scoring in contact centers 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.
CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CallFinder is a cloud-based speech analytics and conversation intelligence platform built for contact centers and quality assurance teams. It captures audio by integrating with a company's existing call recording provider and contact center systems, then applies AI-powered speech-to-text to produce searchable transcriptions of agent-customer interactions. Beyond transcription, the platform delivers automated agent scorecards, sentiment and emotion analysis (positive, negative, or neutral), and silence and overtalk detection to pinpoint conversation patterns and customer pain points. Custom analytics reporting helps managers identify trends, compliance risks, and coaching opportunities across large call volumes. A distinguishing element is its managed client services model, in which an assigned Speech Analyst works alongside the QA team to define goals and optimize the deployment, combining AI with human review. CallFinder integrates with most CRMs and contact center solutions, with a typical implementation taking several weeks. It is aimed at contact centers in industries such as credit unions, healthcare, collections, insurance, and education seeking to monitor and improve customer interactions.
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
CallFinder is custom pricing (contact sales); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CallFinder | FinMate AI |
|---|---|---|
| Core capability | AI-powered speech-to-text call transcription | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Searchable transcripts of agent-customer interactions | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Sentiment and emotion analysis | Recording and transcription of phone calls and in-person meetings |
| Integrations | Automated agent scorecards | Mobile app for capturing in-person meetings |
| Languages & capture | Silence and overtalk detection | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Custom analytics and reporting | Client mood and sentiment insights |
CallFinder
Choose CallFinder if you need automating quality assurance and call scoring in contact centers — strengths include combines ai analysis with a dedicated human speech analyst.
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.
CallFinder
FinMate AI
It depends on your workflow. CallFinder is strong for automating quality assurance and call scoring in contact centers, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CallFinder 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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