FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the 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 Glinky when building targeted prospect lists with natural-language search and enrichment matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the 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
Glinky is an AI revenue intelligence platform for sales teams that combines outbound prospecting with meeting capture. Its call-intelligence side functions as an AI notetaker that records and transcribes sales conversations so reps can focus on the call rather than typing notes; every detail is captured, organized, and synced automatically to the connected CRM. The platform includes native speaker recognition and automated follow-ups, positioning the meeting workflow as bot-free note-taking that turns conversations into structured, actionable records. Alongside the notetaker, Glinky offers lead generation features that let users describe an ideal buyer in plain language or use advanced filters across role, industry, company size, revenue, and location, with contact enrichment for email and phone, outreach sequences, and the ability to export lists or push them directly into a CRM. The result is a single tool that aims to support the full motion from finding prospects to capturing and documenting the meetings that follow. Glinky is aimed at SDRs, AEs, and small sales teams that want pipeline growth and automatic meeting documentation without juggling separate prospecting and note-taking tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Glinky is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Glinky |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI notetaker that records, transcribes, and organizes sales calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic syncing of call details and follow-ups to the CRM |
| Team usage | Recording and transcription of phone calls and in-person meetings | Native speaker recognition for clearer transcripts |
| Integrations | Mobile app for capturing in-person meetings | Natural-language and filter-based lead discovery with contact enrichment |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Outreach sequences and list export to CSV or CRM |
| Best-fit workflow | Client mood and sentiment insights | Bot-free meeting capture workflow |
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.
Glinky
Choose Glinky if you need capturing and documenting sales calls automatically into the crm — strengths include combines prospecting and meeting capture in one platform.
FinMate AI
Glinky
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Glinky is strong for capturing and documenting sales calls automatically into the crm. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Glinky is a free tier with paid upgrades. 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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