FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Listen Labs: Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports. 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 Listen Labs when enterprise concept and prototype testing with recruited participants 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.
Enterprise AI customer research platform that recruits participants, runs AI-moderated interviews, and delivers executive-ready insight reports.
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
Listen Labs is an AI-first customer research platform that automates the qualitative research workflow end to end, from study design and participant recruitment through AI-moderated interviews to insight delivery. Its AI interviewer conducts personalized, in-depth conversations with each participant, asking follow-up questions and understanding context without a human moderator, and the platform supports video, audio, and text formats in 100-plus languages with automatic translation and transcription. Studies can incorporate stimuli such as videos, images, and Figma prototypes, and recruitment draws on a global network of tens of millions of qualified participants, with the option to integrate existing recruitment providers or bring your own audience. Once interviews complete, Listen Labs automatically packages results into executive-ready outputs, surfacing key themes and takeaways, generating personas, and producing highlight reels and slide decks, with turnaround measured in hours rather than the weeks typical of traditional research. The company is venture-backed and reports use by large consumer and technology brands, positioning the platform for enterprises looking to replace or supplement surveys and traditional market research with scalable AI-led interviews. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Listen Labs is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Listen Labs |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI interviewer running personalized video, audio, and text interviews |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Global participant recruitment with bring-your-own-audience option |
| Team usage | Recording and transcription of phone calls and in-person meetings | Stimulus testing with videos, images, and Figma prototypes |
| Integrations | Mobile app for capturing in-person meetings | Automated key themes, takeaways, and persona generation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Executive-ready reports with highlight reels and slide decks |
| Best-fit workflow | Client mood and sentiment insights | Support for 100+ languages with translation 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.
Listen Labs
Choose Listen Labs if you need replacing or supplementing surveys with scalable ai-led customer interviews — strengths include end-to-end automation from recruitment to executive-ready deliverables.
FinMate AI
Listen Labs
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Listen Labs is strong for replacing or supplementing surveys with scalable ai-led customer interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Listen Labs 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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