FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gistly: Gistly is an AI conversation intelligence platform that transcribes and audits 100% of contact-center calls for quality assurance and compliance, with native Indic code-switching analysis. 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 FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Gistly when collections and support teams monitoring regulatory and sla compliance matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Gistly is an AI conversation intelligence platform that transcribes and audits 100% of contact-center calls for quality assurance and compliance, with native Indic code-switching analysis.
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
Gistly is an AI conversation intelligence platform built for contact centers and BPOs that handle sales, support, and collections calls. It transcribes calls in 100+ languages with speaker identification and business-vocabulary tuning, then runs automated QA scoring against custom scorecards so teams can audit every conversation instead of sampling a handful. The platform surfaces time-stamped compliance flags, quality flags, sentiment and objection analysis, and AI call summaries tied to outcomes, plus real-time agent coaching and analytics. A distinguishing feature is its handling of multilingual and Indic code-switching audio, following conversations that mix Hindi, Tamil, Telugu, and other regional languages with English mid-sentence. Gistly also offers Voice AI monitoring to test and continuously watch AI agents in production, including hallucination detection. It integrates with platforms such as NICE, Salesforce, Zoho, Freshworks, HubSpot, and Genesys, and supports API and webhook connections. It is used by organizations including upGrad, Teachmint, and 21K School, primarily serving QA managers and operations leaders who need full-coverage call auditing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Gistly is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Gistly |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Call transcription in 100+ languages with speaker identification |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automated QA scoring of every call using custom scorecards |
| Team usage | Recording and transcription of phone calls and in-person meetings | Time-stamped compliance and quality flags for 100% auditing |
| Integrations | Mobile app for capturing in-person meetings | Native Indic code-switching analysis (e.g. Hindi-English, Tamil-English) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI call summaries plus real-time agent coaching and analytics |
| Best-fit workflow | Client mood and sentiment insights | Voice AI agent monitoring with hallucination detection |
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.
Gistly
Choose Gistly if you need contact centers auditing 100% of agent calls for qa scoring and coaching — strengths include audits 100% of calls rather than a small manual sample, with no extra qa headcount.
FinMate AI
Gistly
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Gistly is strong for contact centers auditing 100% of agent calls for qa scoring and coaching. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Gistly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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