FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Luster: AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps. 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 Luster when identifying which reps are at risk of underperforming on upcoming deals matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI Predictive Enablement platform that pairs realistic sales roleplay with live-call analysis to find and close rep skill gaps.
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
Luster is a sales enablement platform that describes its approach as Predictive Enablement, combining AI-powered roleplay practice with analysis of real sales conversations. Reps rehearse high-stakes scenarios such as discovery calls and objection handling against AI buyer personas tuned to different sales stages, personas, and deal sizes, and receive feedback designed to surface where they are likely to struggle before those weaknesses show up in live deals. The platform pairs this practice environment with a live-call analysis capability the company calls EchoIQ, which reviews actual customer calls to detect how well reps apply the skills they have been practicing and where execution gaps remain. For managers and enablement leaders, Luster provides predictive insights into skill readiness, prescriptive guidance for onboarding and hiring, certification workflows, and AI-assisted coaching so that practice can be scaled across a go-to-market team. Luster is aimed at sales reps, frontline managers, and enablement teams who want to connect roleplay performance to real revenue outcomes rather than treating training as a one-off event. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Luster is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Luster |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI roleplay environment for rehearsing discovery, objection handling, and other high-stakes scenarios |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Buyer personas configurable by sales stage, persona type, and deal size |
| Team usage | Recording and transcription of phone calls and in-person meetings | EchoIQ live-call analysis that reviews real customer conversations for skill application |
| Integrations | Mobile app for capturing in-person meetings | Predictive insights that flag rep readiness risk and skill gaps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI-assisted coaching tools for managers to scale feedback |
| Best-fit workflow | Client mood and sentiment insights | Certification and onboarding workflows for enablement teams |
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.
Luster
Choose Luster if you need letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls — strengths include connects practice performance with analysis of real live calls rather than roleplay alone.
FinMate AI
Luster
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Luster is strong for letting sdrs and aes rehearse cold calls and discovery conversations with ai buyers before live calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Luster 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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