CallMiner: CallMiner is an enterprise conversation intelligence platform that transcribes and analyzes voice and digital customer interactions for sentiment, intent, and compliance. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CallMiner when contact centers monitoring agent performance and automating quality scoring and coaching 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.
CallMiner is an enterprise conversation intelligence platform that transcribes and analyzes voice and digital customer interactions for sentiment, intent, and compliance.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CallMiner is an enterprise speech and conversation analytics platform, built around its Eureka product, that captures and analyzes customer interactions across voice and digital channels. It records and transcribes calls into text, then applies acoustic and linguistic AI to surface sentiment, emotion, intent, and behavioral signals — quantifying frustration, effort, satisfaction, and confidence rather than sampling a fraction of conversations. Designed for contact centers and large enterprises, it spans modules for analysis, automated agent scoring and coaching, real-time guidance during live calls, automated redaction of sensitive data, multilingual translation, and interactive dashboards. CallMiner ingests voice, chat, email, surveys, social media, and screen recordings, applying scoring models to isolate compliance risks, fraud, quality issues, and sales outcomes. It also includes generative and agentic AI features such as automatic category creation, contact summarization, and natural-language discovery. The platform is used across healthcare, finance, retail, insurance, and BPO sectors, and was named a leader in The Forrester Wave: Conversation Intelligence Solutions for Contact Centers, Q2 2025.
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
CallMiner 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 | CallMiner | FinMate AI |
|---|---|---|
| Core capability | Automatic transcription of voice and digital interactions across multiple languages | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Acoustic and linguistic sentiment and emotion analysis (frustration, satisfaction, effort) | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Real-time agent guidance and alerts during live calls plus post-call analysis | Recording and transcription of phone calls and in-person meetings |
| Integrations | Automated redaction of sensitive numeric data for compliance and security | Mobile app for capturing in-person meetings |
| Languages & capture | Automated scoring and quality management for compliance, performance, and sales | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Omnichannel coverage: voice, chat, email, surveys, social, and screen recordings | Client mood and sentiment insights |
CallMiner
Choose CallMiner if you need contact centers monitoring agent performance and automating quality scoring and coaching — strengths include analyzes 100% of interactions rather than a sampled subset, reducing blind spots.
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.
CallMiner
FinMate AI
It depends on your workflow. CallMiner is strong for contact centers monitoring agent performance and automating quality scoring and coaching, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CallMiner 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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