FinMate AI and FullyRamped are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and FullyRamped when onboarding new reps faster with repeatable ai roleplay practice matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls.
FinMate AI is a free tier with paid upgrades (freemium); FullyRamped is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | FullyRamped |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI roleplay simulations covering cold calls, discovery, demos, and deal prep |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic call grading on delivery, objection handling, and methodology adherence |
| Team usage | Recording and transcription of phone calls and in-person meetings | Custom scorecards aligned to a team's sales methodology |
| Integrations | Mobile app for capturing in-person meetings | Real-call import from conversation intelligence tools to build training scenarios |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI certifications for assessing reps without human bias |
| Best-fit workflow | Client mood and sentiment insights | Performance analytics and benchmarking for managers |
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.
FullyRamped
Choose FullyRamped if you need onboarding new reps faster with repeatable ai roleplay practice — strengths include covers the full sales cycle rather than only cold calling.
FinMate AI
FullyRamped
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while FullyRamped is strong for onboarding new reps faster with repeatable ai roleplay practice. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and FullyRamped 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 and the budget is justified.