FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Jiminny: Conversation intelligence and coaching for revenue teams 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 Jiminny when call review and training 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.
Conversation intelligence and coaching for revenue teams
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
Jiminny is a conversation-intelligence and coaching platform for revenue teams that records, transcribes, and analyzes sales calls and meetings. It captures conversations across major conferencing platforms and dialers, generates summaries and action items, and provides analytics on talk-time, topics, and other signals so managers can coach reps effectively. Jiminny emphasizes a positive coaching culture: it makes it easy to review calls, leave feedback, and build call libraries of great conversations for training. It connects to CRMs so call data and next steps sync into the pipeline automatically, giving leaders visibility into deals and rep performance. Jiminny is typically adopted by mid-market sales and customer-success teams that want recording, coaching, and revenue intelligence in one platform. Because it is built around the sales workflow, it is most useful for organizations that treat coaching and call review as central to hitting their numbers. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Jiminny is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Jiminny |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Coaching and call libraries |
| Integrations | Mobile app for capturing in-person meetings | Talk-time and topic analytics |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integrations |
| Best-fit workflow | Client mood and sentiment insights | Recording and transcription |
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.
Jiminny
Choose Jiminny if you need sales coaching and feedback — strengths include strong, coaching-focused workflow.
FinMate AI
Jiminny
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Jiminny is strong for sales coaching and feedback. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Jiminny is custom pricing. 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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