FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Koji: AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Koji when building personas and validating early product concepts at scale matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically.
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
Koji is an AI-native customer research platform built around an AI interviewer that conducts natural, in-depth conversations with research participants at scale, removing the need to schedule and moderate live discovery calls one at a time. Teams describe what they want to learn, and an AI research agent helps define goals and generate an interview guide. The AI then runs the interviews asynchronously in either a text chat or spoken voice format, asking adaptive follow-up questions and probing for depth as a human moderator would. Each completed conversation is analyzed automatically for key moments and sentiment, and findings are synthesized across all interviews into study-wide reports surfacing themes, patterns, and recommendations, with every insight traceable back to the participant quote that supports it rather than presented as a black-box summary. Koji is used for exploratory work such as discovery, persona development, and market strategy, as well as concept and messaging testing. The product is operated from Amsterdam with EU data residency and GDPR compliance, offers a freemium entry point, and integrates with tools including Claude, ChatGPT, Cursor, and Notion via an MCP server. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Koji is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Koji |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Insights traceable back to specific participant quotes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI interviewer that runs asynchronous voice and text discovery conversations at scale |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI research agent that drafts research goals and interview guides from a brief |
| Integrations | Mobile app for capturing in-person meetings | Automatic per-interview analysis with key moments and sentiment |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cross-interview synthesis into study-wide themes, patterns, and recommendations |
| Best-fit workflow | Client mood and sentiment insights | MCP integrations with Claude, ChatGPT, Cursor, and Notion |
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.
Koji
Choose Koji if you need running exploratory discovery interviews without scheduling live calls — strengths include removes scheduling overhead by running many interviews in parallel and asynchronously.
FinMate AI
Koji
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Koji is strong for running exploratory discovery interviews without scheduling live calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Koji 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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