FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Kickscale: European AI sales meeting intelligence platform that records, transcribes, and analyzes sales calls, then automates notes, coaching, and CRM updates. 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 Kickscale when coaching sdrs and aes by reviewing how they handle objections and customer intent across calls 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.
European AI sales meeting intelligence platform that records, transcribes, and analyzes sales calls, then automates notes, coaching, and CRM updates.
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
Kickscale is a sales meeting intelligence platform built in Vienna, Austria, for B2B sales and customer success teams. It automatically captures sales meetings and calls across Google Meet, Microsoft Teams, Zoom, and VoIP tools such as Aircall, then transcribes the conversation and runs AI analysis over the resulting transcript. From each recorded conversation it generates structured meeting notes, summaries, and suggested follow-up emails, and pushes the captured data into connected CRMs including HubSpot, Salesforce, Pipedrive, and Zoho without manual entry. Beyond note-taking, Kickscale layers on coaching and deal-intelligence features: it scores conversations, surfaces patterns across calls, supports multilingual conversations, and helps sales leaders review how reps handle objections and customer intent. The company positions itself as a European-built alternative to larger US conversation-intelligence platforms, emphasizing GDPR compliance, ISO 27001 certification, EU AI Act readiness, and support for local languages. It is aimed primarily at account executives, sales managers, and customer success managers at small and mid-sized businesses who want automated documentation, coaching visibility, and cleaner CRM data from their meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Kickscale is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Kickscale |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic recording and transcription of meetings across Google Meet, Microsoft Teams, Zoom, and VoIP tools like Aircall |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated meeting notes, summaries, and suggested follow-up emails |
| Team usage | Recording and transcription of phone calls and in-person meetings | CRM sync with HubSpot, Salesforce, Pipedrive, and Zoho |
| Integrations | Mobile app for capturing in-person meetings | Conversation analysis, deal health scoring, and coaching recommendations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multilingual conversation support for cross-border sales teams |
| Best-fit workflow | Client mood and sentiment insights | GDPR compliance, ISO 27001 certification, and EU AI Act readiness |
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.
Kickscale
Choose Kickscale if you need automatically documenting and summarizing sales calls so reps stay present in the conversation — strengths include european-built with strong data-privacy and compliance posture (gdpr, iso 27001).
FinMate AI
Kickscale
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Kickscale is strong for automatically documenting and summarizing sales calls so reps stay present in the conversation. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Kickscale is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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