FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Invoca: Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes. 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 Invoca when contact centers analyzing and coaching agents to improve call close rates 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.
Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes.
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
Invoca is an enterprise conversation intelligence and call tracking platform built for marketing teams, contact centers, and revenue/engagement teams. Using dynamic number insertion, it attributes inbound phone calls back to the specific campaigns, keywords, and ad interactions that drove them, then layers AI-powered analysis on top of that attribution data. Calls are captured, recorded, and transcribed into searchable text, and Invoca's Signal AI suite analyzes the conversations to surface insights, detect outcomes, and score agent performance against custom KPIs. Its Signal AI Studio lets users build custom no-code AI models that detect the specific moments they care about, such as new leads or appointment confirmations. The platform also separates caller and agent sentiment, integrates with ad platforms, CRMs, and contact center software, and offers voice and SMS AI agents for engaging and routing leads. It is aimed at industries with high-value phone interactions, including automotive, insurance, healthcare, financial services, retail, telecom, and home services.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Invoca is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Invoca |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Call tracking and marketing attribution via dynamic number insertion (DNI) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Call recording and AI-powered transcription into searchable text |
| Team usage | Recording and transcription of phone calls and in-person meetings | Signal AI conversation analytics that analyzes calls to detect outcomes and surface insights |
| Integrations | Mobile app for capturing in-person meetings | Signal AI Studio for building custom no-code AI models trained on your own calls |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Separate caller and agent sentiment analysis plus agent performance scoring |
| Best-fit workflow | Client mood and sentiment insights | Integrations with ad platforms, CRMs, and contact center software |
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.
Invoca
Choose Invoca if you need marketing teams measuring which campaigns and keywords drive revenue-generating phone calls — strengths include combines marketing attribution with conversation intelligence in one platform, tying calls to revenue.
FinMate AI
Invoca
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Invoca is strong for marketing teams measuring which campaigns and keywords drive revenue-generating phone calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Invoca is custom pricing. 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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