Is Colibri.ai or FinMate AI better for AI meeting notes?

It depends on your workflow. Colibri.ai is strong for sales call coaching and review, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.

How do Colibri.ai and FinMate AI compare on price?

Colibri.ai 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.

Can I use both Colibri.ai and FinMate AI?

Often yes: teams combine tools when one handles capture and another handles analysis.

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Colibri.ai vs FinMate AI

Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence 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 tools

Final recommendation

Shortlist Colibri.ai when sales call coaching and review matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.

Colibri.ai

CustomAI Sales Meeting Assistants

Real-time meeting notes and live sales coaching/conversation intelligence

AI summaries and action itemsConversation intelligence and analyticsCRM integrations

Details Visit

FinMate AI

CustomAI Meeting Assistants

AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.

Client mood and sentiment insightsCRM integration with Redtail, Salesforce, and Wealthbox

About Colibri.ai

Colibri.ai is an AI meeting assistant and conversation-intelligence tool aimed primarily at sales and customer-facing teams. It records and transcribes calls across major conferencing platforms, generates summaries and action items, and offers live cue cards and real-time guidance to help reps during conversations. Beyond individual notes, Colibri analyzes calls at the team level, tracking topics, talk-time, and other signals so managers can coach reps and understand what happens across the pipeline. It integrates with CRMs and other sales tools so call data and follow-ups land in existing systems automatically. The product blends in-call assistance with after-call intelligence, which makes it useful both for reps who want help in the moment and for leaders who want visibility into conversations. Colibri is typically adopted by sales organizations that want a single tool for recording, coaching, and CRM-connected meeting notes. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Sales call coaching and review
Live guidance during calls
CRM-connected meeting notes

About FinMate AI

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

Documenting discovery and annual review meetings for advisory records
Capturing in-person and phone client conversations via the mobile app
Syncing structured meeting notes and tasks into an advisor CRM

Feature	Colibri.ai	FinMate AI
Core capability	Recording and live transcription	Note-taking structured by advisor meeting types such as discovery and review
Standout feature	AI summaries and action items	Support for Zoom, Microsoft Teams, Google Meet, and Webex
Team usage	Real-time cue cards	Recording and transcription of phone calls and in-person meetings
Integrations	Conversation intelligence and analytics	Mobile app for capturing in-person meetings
Languages & capture	CRM integrations	CRM integration with Redtail, Salesforce, and Wealthbox
Best-fit workflow	Recording and live transcription	Client mood and sentiment insights

Colibri.ai vs FinMate AI

About Colibri.ai

About FinMate AI

Pricing comparison

Feature table

Best for

Pros & cons

FAQ

Is Colibri.ai or FinMate AI better for AI meeting notes?

How do Colibri.ai and FinMate AI compare on price?

Can I use both Colibri.ai and FinMate AI?

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