FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Leexi: European conversation intelligence with CRM sync for sales 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 Leexi when automatic follow-ups and crm updates 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.
European conversation intelligence with CRM sync for sales
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
Leexi is an AI meeting assistant built for sales, customer success, and other revenue teams, with a strong presence in European markets. It records and transcribes calls and meetings across major conferencing platforms, generates summaries and action items, and provides conversation analytics so managers can review calls and coach their teams. Leexi emphasizes turning conversations into follow-through: it can draft follow-up emails, update CRM records, and surface insights across many calls so reps spend less time on administrative work after each meeting. It supports multiple languages, which suits multinational teams, and integrates with common CRMs and sales tools so data lands where teams already operate. Leexi is typically chosen by revenue organizations that want recording, summaries, and coaching analytics in one place, with particular appeal to European companies that value local language support and regional data practices. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Leexi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Leexi |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Conversation analytics and coaching |
| Integrations | Mobile app for capturing in-person meetings | Follow-up email drafting |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integrations |
| Best-fit workflow | Client mood and sentiment insights | Recording and transcription |
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.
Leexi
Choose Leexi if you need sales call coaching and review — strengths include built for revenue teams with coaching analytics.
FinMate AI
Leexi
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Leexi is strong for sales call coaching and review. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Leexi 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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