Cirrus Insight: Salesforce-focused sales productivity platform whose Conversation Intelligence module records meetings, transcribes them word-for-word in real time, and auto-generates summaries and next steps synced to CRM. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings 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.
Salesforce-focused sales productivity platform whose Conversation Intelligence module records meetings, transcribes them word-for-word in real time, and auto-generates summaries and next steps synced to CRM.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cirrus Insight is a Salesforce-centric sales productivity platform that pairs CRM email/calendar sync and sales-acceleration tools with a Conversation Intelligence and Meeting AI capability aimed at customer-facing teams. Its meeting bot sits in calls as an attendee, captures video, transcribes conversations word-for-word in real time, and produces post-meeting insights, draft follow-up emails, and suggested next steps. It also offers pre-meeting briefs that pull attendee and company context from sources like Salesforce, public web data, and third-party datasets (the separate Meeting AI feature focuses specifically on this pre-meeting research), plus live in-meeting coaching and answers on the fly. Captured contacts, conversations, and company data are written back automatically to Salesforce, which is the platform's primary integration; it also works alongside Gmail and Outlook inboxes. Because recording and transcription are delivered as part of a broader sales/CRM suite rather than a standalone notetaker, it best fits teams already standardized on Salesforce. The company says it serves 50,000+ customer-facing teams. Pricing is modular and quote-based: seats can be purchased per feature, no public dollar figures or named tiers are listed, and a survey or demo is required for exact figures.
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
Cirrus Insight is a free tier with paid upgrades (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | FinMate AI |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Recording and transcription of phone calls and in-person meetings |
| Integrations | Live in-meeting coaching | Mobile app for capturing in-person meetings |
| Languages & capture | Automatic Salesforce sync | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Client mood and sentiment insights |
Cirrus Insight
Choose Cirrus Insight if you need recording, transcribing, and summarizing sales calls and customer meetings — strengths include bot joins calls as an attendee, captures video, and transcribes word-for-word in real time, then surfaces post-meeting insights, draft follow-ups, and next steps.
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.
Cirrus Insight
FinMate AI
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Cirrus Insight 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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