Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cuebo when reps practicing pitches and full demos against video-avatar buyers 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.
AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cuebo is an AI-powered sales coaching platform, founded in 2024, that combines roleplay practice, automated training content, and call analysis to help sales teams improve through continuous, on-demand coaching. Its AI Roleplay Arena lets reps practice with customizable buyer personas that have voices and video avatars, built from real customer conversations, and provides instant post-call feedback and scoring; reps can even share their screen to practice full demos. A separate AI Trainer capability automatically generates bite-sized, conversational learning modules from uploaded content such as decks, PDFs, and playbooks, organizing them into role-based training paths with assessments. Cuebo's Smart Coach focuses on personalized coaching for individual skill gaps, with objection-handling drills, verbal feedback, and call memory that tracks patterns across sessions, while its conversation intelligence records and transcribes sales calls so managers can review how reps interact with customers. The platform adds gamification, management dashboards with team analytics, and support for more than 20 languages. Cuebo is aimed at inside sales, field sales, and retail teams, as well as onboarding and certification programs that want scalable, repeatable practice and coaching. Pricing varies by plan. Check the official website for current pricing.
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
Cuebo 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 | Cuebo | FinMate AI |
|---|---|---|
| Core capability | AI Roleplay Arena with customizable video-avatar buyer personas built from real conversations | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Instant post-call feedback and scoring, including screen-share demo practice | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI Trainer that auto-generates training modules from decks, PDFs, and playbooks | Recording and transcription of phone calls and in-person meetings |
| Integrations | Smart Coach for personalized coaching with objection-handling drills and call memory | Mobile app for capturing in-person meetings |
| Languages & capture | Call recording and transcription for manager review of customer interactions | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Management dashboards, gamification, and support for 20+ languages | Client mood and sentiment insights |
Cuebo
Choose Cuebo if you need reps practicing pitches and full demos against video-avatar buyers — strengths include video-avatar personas and screen sharing enable realistic demo practice.
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.
Cuebo
FinMate AI
It depends on your workflow. Cuebo is strong for reps practicing pitches and full demos against video-avatar buyers, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Cuebo 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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