FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. JustCall: Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS. 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 JustCall when reps getting live on-screen objection-handling prompts during calls 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.
Cloud communications platform with AI call scoring, real-time agent assist, and conversation intelligence for sales coaching across voice and SMS.
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
JustCall is a cloud-based communications platform for sales and support teams that layers AI coaching and conversation intelligence on top of voice, SMS, and WhatsApp. Its AI Call Scoring automatically evaluates every conversation against custom frameworks such as BANT, MEDDIC, or proprietary scorecards, with per-question breakdowns that show where reps underperform and scores that sync back to CRM records. Real-Time Agent Assist delivers on-screen prompts during active calls, with cues for objection handling, script adherence, and compliance alerts for regulated conversations. The conversation intelligence layer produces AI-generated call summaries with action items, talk-to-listen ratio analysis, sentiment tracking, filler-word and dead-air detection, and searchable transcripts across all conversations. Calls are recorded and transcribed automatically with speaker identification and moment highlighting. For live management, whisper and barge modes let managers coach mid-call. JustCall is used by thousands of teams across sales coaching, contact-center, and compliance-heavy sectors, and integrates with major CRMs. Headquartered in San Francisco, it is a live, operating product as of 2025/2026 used for new-rep ramp, coaching, and conversation analysis. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); JustCall is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | JustCall |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | CRM integrations and multi-channel voice, SMS, and WhatsApp |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI Call Scoring against custom frameworks (BANT, MEDDIC, or proprietary scorecards) with per-question breakdowns |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-Time Agent Assist with on-screen prompts and compliance alerts during calls |
| Integrations | Mobile app for capturing in-person meetings | AI-generated call summaries with action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Conversation intelligence: talk-to-listen ratio, sentiment, filler-word and dead-air detection |
| Best-fit workflow | Client mood and sentiment insights | Automatic call recording and transcription with speaker identification and moment highlighting |
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.
JustCall
Choose JustCall if you need sales teams scoring every call against meddic or bant and syncing results to the crm — strengths include custom scoring frameworks (bant, meddic) give structured, repeatable call evaluation.
FinMate AI
JustCall
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while JustCall is strong for sales teams scoring every call against meddic or bant and syncing results to the crm. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and JustCall 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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