FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Great Question: All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository. 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 Great Question when auto-summarizing and tagging interview sessions with ai 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.
All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository.
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
Great Question is a UX research platform that consolidates participant recruitment, study setup, and AI analysis into a single workflow for product managers, designers, UX researchers, and research operations teams. On the recruitment side it offers access to a large participant panel, the ability to build customer panels from CRM systems, automated screening, eligibility rules, incentive payments, and a research calendar for scheduling one-on-one, collective, or round-robin interviews. For conducting research it supports moderated user interviews, AI-moderated interviews, unmoderated prototype testing with Figma, surveys, card sorting, tree testing, and focus groups, with observer rooms for live team participation. After sessions, Great Question's AI analysis generates summaries, chapters, highlights, and tags, and builds a searchable research repository where transcripts, themes, highlight reels, and insights are connected so teams can query their entire body of research. It offers a wide range of integrations and an MCP that lets users run and analyze research from AI tools, and meets enterprise requirements with SOC 2 Type II, GDPR, and HIPAA compliance. The platform aims to take research from recruitment through synthesis without stitching together multiple 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); Great Question is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Great Question |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI analysis generating summaries, chapters, highlights, and tags from interviews |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Searchable research repository connecting transcripts, themes, and insights |
| Team usage | Recording and transcription of phone calls and in-person meetings | Participant recruitment from a large panel plus CRM-based custom panels |
| Integrations | Mobile app for capturing in-person meetings | Scheduling, screening, eligibility rules, and incentive payments |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Moderated, AI-moderated, and unmoderated study methods including prototype testing |
| Best-fit workflow | Client mood and sentiment insights | 50+ integrations plus an MCP for running research from AI tools |
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.
Great Question
Choose Great Question if you need recruiting participants and scheduling user interviews end to end — strengths include handles recruitment, study execution, and analysis in one platform.
FinMate AI
Great Question
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Great Question is strong for recruiting participants and scheduling user interviews end to end. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Great Question 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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