CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. 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 CloudTalk when reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CloudTalk is a cloud-based business calling and call-center platform that pairs voice infrastructure with an AI Conversation Intelligence layer for sales, support, and operations teams. On top of its phone system (international numbers, IVR, call routing, recording, dialers, SMS, and WhatsApp), CloudTalk automatically converts recorded calls into multilingual transcripts and stores them in a searchable interaction database. Its AI then generates instant call summaries and smart notes, applies automatic tags, extracts the key topics discussed, and scores calls against custom criteria. Sentiment analysis interprets the mood of each speaker segment by segment, classifying calls as positive, neutral, or negative, while talk/listen ratio tracking surfaces coaching opportunities across agents. Summaries and notes can sync into CRMs such as Salesforce, HubSpot, and Pipedrive through CloudTalk's broad integration catalog. Conversation Intelligence is available as a paid add-on across CloudTalk's calling plans. It is aimed at teams that handle high call volumes and want to review, analyze, and coach on conversations at scale rather than manually.
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
CloudTalk 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 | CloudTalk | FinMate AI |
|---|---|---|
| Core capability | Call scoring against custom quality criteria | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic multilingual call transcription of recorded calls | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI-generated call summaries and smart notes synced to CRM | Recording and transcription of phone calls and in-person meetings |
| Integrations | Sentiment analysis classifying calls and speaker segments as positive, neutral, or negative | Mobile app for capturing in-person meetings |
| Languages & capture | Topic extraction and automatic smart call tagging | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Talk/listen ratio tracking for agent coaching | Client mood and sentiment insights |
CloudTalk
Choose CloudTalk if you need reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios — strengths include combines a full cloud phone system with conversation intelligence in one 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.
CloudTalk
FinMate AI
It depends on your workflow. CloudTalk is strong for reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
CloudTalk 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.
More head-to-head comparisons involving CloudTalk and FinMate AI.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. The right pick comes down to team size, budget, and the workflows you want to automate.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. The right pick comes down to team size, budget, and the workflows you want to automate.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. The right pick comes down to team size, budget, and the workflows you want to automate.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. The right pick comes down to team size, budget, and the workflows you want to automate.
CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.