FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and daisee when monitoring regulatory compliance and flagging high-risk customer calls in sectors like finance and insurance matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats.
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
Daisee is an Australian (Sydney-based) AI software company offering a cloud-based voice analytics and contact centre quality assurance platform. It captures audio by having organisations upload call recordings to a secure cloud endpoint, then transcribes the conversations using speech-to-text technology. Rather than reviewing only a sample of interactions, Daisee analyses 100 percent of calls and chat sessions, applying natural language processing and sentiment analysis to surface why customers are getting in touch. Core capabilities include a Programmable Scorecard that automates agent evaluation, daisee Essence for categorising call reasons and root-cause drivers, daisee Predictors for flagging likely complaints and churn, plus a Scorecard Builder and Report Builder for custom QA workflows. It supports both voice and chat channels and integrates with platforms such as Genesys Cloud, with partnerships listed including Microsoft and AWS. Daisee is aimed at contact centres and customer-experience teams in regulated sectors like financial services and insurance that need compliance monitoring, agent coaching insights, and automated quality assurance at scale.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); daisee is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | daisee |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automated transcription of 100% of voice calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Programmable Scorecard for automated agent quality evaluation |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sentiment analysis and emotion detection across interactions |
| Integrations | Mobile app for capturing in-person meetings | Compliance monitoring that flags high-risk and non-compliant calls |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Chat interaction analysis alongside voice |
| Best-fit workflow | Client mood and sentiment insights | Custom Report Builder and Scorecard Builder with industry templates |
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.
daisee
Choose daisee if you need automating quality assurance and agent scoring across an entire contact centre's call volume — strengths include analyses every interaction rather than a manual sample, reducing qa workload.
FinMate AI
daisee
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while daisee is strong for automating quality assurance and agent scoring across an entire contact centre's call volume. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and daisee is custom pricing. 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.
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