Dovetail: Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository. 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 Dovetail when transcribing and analyzing user research interviews 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.
Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Dovetail is a customer insights and research platform that centralizes qualitative data from user interviews, sales calls, support tickets, and research studies into a single repository powered by AI. Teams can upload or import interview recordings and let Dovetail handle AI transcription, then analyze the material to turn raw feedback into structured intelligence. Its AI capabilities include automatic analysis, AI chat and search across customer data, AI dashboards that visualize trends alongside business metrics, and AI docs for creating shareable outputs. The research repository organizes studies, transcripts, tags, and highlights so insights remain searchable and reusable across projects, and highlight reels let teams clip and share video evidence of key moments. Dovetail supports transcription in multiple languages and includes redaction of sensitive information for privacy. It connects to other tools through integrations and an API so customer signals can flow across a team's stack. Used by product, design, research, and customer experience teams, Dovetail aims to replace assumption-based decisions with evidence drawn directly from customer conversations and feedback. 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
Dovetail 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 | Dovetail | FinMate AI |
|---|---|---|
| Core capability | AI transcription of interview and meeting recordings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic analysis that turns raw feedback into structured insights | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI chat and search across all customer data | Recording and transcription of phone calls and in-person meetings |
| Integrations | Research repository for transcripts, tags, and highlights | Mobile app for capturing in-person meetings |
| Languages & capture | Highlight reels and video clips of key moments | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | AI dashboards, AI docs, and sensitive-information redaction | Client mood and sentiment insights |
Dovetail
Choose Dovetail if you need transcribing and analyzing user research interviews — strengths include centralizes interviews and feedback from many sources in one repository.
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.
Dovetail
FinMate AI
It depends on your workflow. Dovetail is strong for transcribing and analyzing user research interviews, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Dovetail 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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