CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription 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.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
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
CleverX 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 | CleverX | FinMate AI |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Recording and transcription of phone calls and in-person meetings |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Mobile app for capturing in-person meetings |
| Languages & capture | Participant recruitment from a large pool of verified professionals | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Client mood and sentiment insights |
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
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.
CleverX
FinMate AI
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CleverX 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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