FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gong: Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching. 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 Gong when coaching reps with data-backed insights from real conversations 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.
Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching.
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
Gong is a "Revenue AI" platform built for sales and revenue teams that captures and analyzes customer interactions across calls, video meetings, and email. It automatically records and transcribes conversations from Zoom, Microsoft Teams, and Google Meet, then applies AI to generate call summaries, highlights, topic and keyword detection, sentiment and talk-ratio analysis, and suggested action items. Managers use it for data-backed coaching grounded in real conversations, while AI agents can draft follow-ups and update CRM records. Gong integrates with Salesforce, HubSpot, and Microsoft Dynamics CRMs, plus Slack, Zapier, and LinkedIn Sales Navigator, and lists 250+ partners through its Gong Collective ecosystem. Beyond conversation intelligence, the broader platform adds forecasting, sales engagement, and enablement modules. Gong is aimed at larger sales organizations rather than individual users, and the company reports more than 5,000 customers as of 2026.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Gong is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Gong |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Call & meeting recording |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI transcription & summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Topic & sentiment analysis |
| Integrations | Mobile app for capturing in-person meetings | Coaching insights |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integration |
| Best-fit workflow | Client mood and sentiment insights | Call & meeting recording |
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.
Gong
Choose Gong if you need recording and transcribing sales calls and video meetings for review — strengths include automatically records and transcribes calls and meetings across zoom, microsoft teams, and google meet.
FinMate AI
Gong
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Gong is strong for recording and transcribing sales calls and video meetings for review. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Gong is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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