Exec: Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching. 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 toolsFinal recommendation
Shortlist Exec when practicing cold calls, discovery, and objection handling safely 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.
Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Exec is an AI roleplay and training platform designed to help sales reps, leaders, and support staff practice high-stakes conversations before they happen with real customers. Its core function is generating voice-based AI characters that simulate buyers and other counterparts, complete with industry context and customizable traits, so reps can rehearse cold calls, discovery, negotiation, and objection handling in unscripted, dynamic conversations. The platform supports custom scenario creation and includes screen-sharing functionality so reps can practice product demos and presentations, not just talk tracks. After each roleplay, Exec provides instant performance insights, including actionable improvement tips and an AI coach that can explain scores, surface growth areas, and run short follow-up sessions to work through specific gaps. For managers and enablement teams, Exec offers analytics dashboards tracking skill development over time, performance trending, leaderboards, certification, and integration with existing learning management systems. It maintains SOC 2 Type II certification and states it does not use customer data to train its models. Exec is aimed at enterprise sales and revenue teams that want to close the gap between training content and real behavior change through repeated, measurable practice. 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
Exec 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 | Exec | FinMate AI |
|---|---|---|
| Core capability | Voice-based AI roleplay with customizable buyer personas | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Custom scenario creation for realistic practice situations | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Screen-sharing practice for demos and presentations | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI coach that explains scores and runs follow-up sessions | Mobile app for capturing in-person meetings |
| Languages & capture | Manager dashboards with skill tracking, leaderboards, and certification | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Voice-based AI roleplay with customizable buyer personas | Client mood and sentiment insights |
Exec
Choose Exec if you need practicing cold calls, discovery, and objection handling safely — strengths include voice-based, unscripted roleplays that adapt to the rep.
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.
Exec
FinMate AI
It depends on your workflow. Exec is strong for practicing cold calls, discovery, and objection handling safely, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Exec 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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