FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Kixie: AI-powered sales communications platform combining a multi-line PowerDialer with conversation intelligence, call recording, transcription, and live coaching. 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 Kixie when managers coaching reps live mid-call via whisper or barge 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.
AI-powered sales communications platform combining a multi-line PowerDialer with conversation intelligence, call recording, transcription, and live coaching.
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
Kixie is an AI-powered communications platform for revenue teams that pairs high-volume outbound dialing with conversation intelligence and live call coaching. Its multi-line PowerDialer can auto-dial up to ten numbers in parallel, while AI human voice detection distinguishes real people from voicemail greetings, and ConnectionBoost uses local presence and spam-risk mitigation to improve pickup rates. Every call can be recorded and transcribed, then analyzed by Kixie's Conversation Intelligence layer, which provides AI-generated summaries, sentiment analysis, talk-ratio metrics, keyword detection, and a composite Call Strength Score so managers can coach without listening to every recording. Live Call Coaching lets managers listen, whisper, or barge into active calls in real time, and an AI assistant called Kai surfaces insights across calls. Calls, texts, outcomes, and recordings are logged automatically to connected CRMs, and Kixie integrates with HubSpot, Salesforce, Pipedrive, Zoho, and other systems. Compliance tooling checks Do Not Call lists. Kixie is a live, operating product as of 2025/2026, marketed to CRM-first sales teams that want a power dialer with built-in AI coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Kixie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Kixie |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Multi-line PowerDialer (up to 10 parallel calls) with AI human voice detection |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | ConnectionBoost local presence and spam-risk mitigation to lift pickup rates |
| Team usage | Recording and transcription of phone calls and in-person meetings | Call recording with automatic transcription |
| Integrations | Mobile app for capturing in-person meetings | Conversation Intelligence: AI summaries, sentiment analysis, talk ratio, keyword detection, Call Strength Score |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Live Call Coaching with listen, whisper, and barge modes |
| Best-fit workflow | Client mood and sentiment insights | Kai AI assistant and prebuilt analytics dashboards/leaderboards |
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.
Kixie
Choose Kixie if you need outbound sdr teams running high-volume cold-calling with parallel dialing — strengths include combines high-volume parallel dialing with ai conversation intelligence in one platform.
FinMate AI
Kixie
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Kixie is strong for outbound sdr teams running high-volume cold-calling with parallel dialing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Kixie is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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