Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Eleveo when recording and transcribing customer service and sales calls at scale 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.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
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
Eleveo is custom pricing (contact sales); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Eleveo | FinMate AI |
|---|---|---|
| Core capability | AI speech analytics with continuous speech-to-text transcription | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Omnichannel media capture (voice, video, and screen recording) | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automated call summaries with highlights, topics, and next steps | Recording and transcription of phone calls and in-person meetings |
| Integrations | Sentiment detection and conversation categorization across interactions | Mobile app for capturing in-person meetings |
| Languages & capture | Workforce management with AI forecasting and agent scheduling | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Compliance tooling for GDPR, PCI-DSS, and TCPA | Client mood and sentiment insights |
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
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.
Eleveo
FinMate AI
It depends on your workflow. Eleveo is strong for recording and transcribing customer service and sales calls at scale, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Eleveo is custom pricing and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Eleveo and FinMate AI.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Enthu.AI: Enthu.AI is a conversation intelligence platform that transcribes, auto-scores, and analyzes contact-center and sales calls for quality assurance and agent coaching. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Equal Time: Meeting notes with speaking-time and inclusion analytics Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. EvaluAgent: EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. EventCAT: AI platform that delivers real-time subtitles and voice interpretation in 50+ languages for conferences, webinars, and online meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. The right pick comes down to team size, budget, and the workflows you want to automate.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Exec: Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching. Below, they line up on price, capture method, and how each fits a real meeting stack.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Exemplary AI: AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Fast Rekap: iOS meeting recorder that transcribes conversations and turns them into structured summaries, presentation slides, and mind maps with chat-with-transcript Q&A. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Fathom: AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Feishu Minutes: ByteDance's Feishu/Lark feature that transcribes audio and video into searchable minutes with AI summaries and to-dos. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Fellow: Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups. The right pick comes down to team size, budget, and the workflows you want to automate.
Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Felo Subtitles: A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot. This comparison weighs them on pricing, features, and everyday workflow fit.