FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and aiOla when outside sales teams keeping crm data complete after site visits matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM.
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
aiOla is a voice AI platform built for field teams that lets reps and frontline workers capture data by speaking naturally and automatically push it into systems like Salesforce. For field and in-person sales, aiOla provides a personal voice agent that a rep can talk to after a meeting to record a post-meeting debrief, which the platform converts into structured CRM records without manual typing. Its speech technology is designed to understand industry jargon, accents, and dialects across many languages and to work in noisy real-world environments such as stores, sites, and vehicles. Beyond sales debriefs, aiOla supports field workflows including inspections, safety checks, and compliance audits, but for sales teams the core value is turning spoken meeting summaries into clean, complete CRM data. The platform targets field-based sales and operations teams across industries such as consumer goods, pharmaceuticals, airlines, and retail. aiOla is actively operating in 2025 and 2026, with named enterprise customers and public recognition demonstrating ongoing operation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); aiOla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | aiOla |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Voice agent for spoken post-meeting field sales debriefs |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic conversion of speech into structured CRM records |
| Team usage | Recording and transcription of phone calls and in-person meetings | Salesforce and workflow integration for field data |
| Integrations | Mobile app for capturing in-person meetings | Speech recognition tuned for jargon, accents, and noisy environments |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Prebuilt workflows for inspections, safety, and compliance |
| Best-fit workflow | Client mood and sentiment insights | Voice agent for spoken post-meeting field sales debriefs |
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.
aiOla
Choose aiOla if you need field sales reps dictating post-meeting debriefs into crm — strengths include designed for in-person and field sales rather than virtual calls.
FinMate AI
aiOla
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while aiOla is strong for field sales reps dictating post-meeting debriefs into crm. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and aiOla 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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