FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Koncert: AI sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Koncert when managers coaching reps from recorded calls and a remote salesfloor matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice.
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
Koncert is a B2B sales engagement platform built around AI-powered dialing, call recording, and coaching for outbound teams. Its dialer suite includes options such as an AI Parallel Dialer and an AI Flow Dialer that filter voicemails and connect reps to live answers to increase connected conversations and connect rates. Calls are recorded and run through conversation intelligence that scans for objections and other signals so managers can coach reps at scale, and a remote Salesfloor gives managers a virtual workspace for real-time coaching during calls. Koncert also includes a multi-channel cadence sequencer spanning phone, email, video, text, and social, plus caller ID management that selects local numbers and monitors number health. For practice and training, Koncert offers AI PitchLab, an add-on where reps rehearse pitches against AI-powered buyer personas without the pressure of a live prospect, with objection-handling practice and automatic transcription and scoring of performance. Together these capabilities target outbound sales teams, SDRs, and managers who want dialing, real-call analysis, and structured roleplay practice within one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Koncert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Koncert |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI Parallel and AI Flow dialers that filter voicemails and connect live answers |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic call recording with conversation intelligence that detects objections |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI PitchLab add-on for AI persona roleplay and cold-call practice |
| Integrations | Mobile app for capturing in-person meetings | Objection-handling practice with automatic transcription and scoring |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Remote Salesfloor for real-time manager coaching during calls |
| Best-fit workflow | Client mood and sentiment insights | Multi-channel cadence sequencer across phone, email, video, text, and social |
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.
Koncert
Choose Koncert if you need outbound sdr teams running high-volume parallel dialing with recorded calls — strengths include combines an ai dialer, call recording, and roleplay practice in one platform.
FinMate AI
Koncert
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Koncert is strong for outbound sdr teams running high-volume parallel dialing with recorded calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Koncert 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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