FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MaxIQ (EchoIQ): AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts. 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 MaxIQ (EchoIQ) when coaching reps against sales methodologies using recorded call analysis 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.
AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts.
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
MaxIQ (operated by Gyaan AI Inc.) is an AI-native revenue intelligence platform for B2B SaaS go-to-market teams that unifies forecasting, pipeline inspection, conversation intelligence, and post-sales visibility. Its conversation-intelligence component, EchoIQ, captures customer interactions across channels including meetings, calls, and emails, then translates them into insights that feed deal health, forecast accuracy, and retention models. EchoIQ is structured as a set of AI agents: an AI NoteTaker that auto-links conversations to the relevant deals and accounts, an AI Summarizer that produces briefs with decisions, risks, and next steps, an AI Coach that reviews calls against sales methodologies to surface coaching gaps, an AI Forecaster that adjusts win probability based on call signals, an AI Radar that monitors keywords and competitor mentions, and an AI Taskmaster that converts action items into tracked tasks. The platform also offers meeting preparation, live transcription during calls, real-time assistance, and automatic CRM updates. EchoIQ sits alongside MaxIQ's InspectIQ and ForecastIQ engines for deal inspection and forecasting. It is aimed at sales, customer success, and revenue operations teams that want conversation data tied directly to pipeline and forecasting rather than analyzed in isolation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MaxIQ (EchoIQ) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MaxIQ (EchoIQ) |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic capture of conversations across meetings, calls, and emails |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Live transcription and real-time meeting assistance |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI NoteTaker that links conversations to deals and accounts plus AI Summarizer briefs |
| Integrations | Mobile app for capturing in-person meetings | AI Coach that reviews calls against sales methodologies to surface coaching gaps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI Forecaster that adjusts win probability based on call signals |
| Best-fit workflow | Client mood and sentiment insights | Automatic CRM updates and AI Taskmaster action-item tracking |
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.
MaxIQ (EchoIQ)
Choose MaxIQ (EchoIQ) if you need capturing and summarizing sales calls and syncing insights into deal records — strengths include conversation intelligence is tied directly to forecasting and deal-health models, not siloed.
FinMate AI
MaxIQ (EchoIQ)
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MaxIQ (EchoIQ) is strong for capturing and summarizing sales calls and syncing insights into deal records. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MaxIQ (EchoIQ) 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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