FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Mindtickle: Sales readiness platform whose Call AI conversation intelligence records, transcribes, and scores sales calls within a broader enablement suite. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Mindtickle when connecting call gaps to targeted training programs 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.
Sales readiness platform whose Call AI conversation intelligence records, transcribes, and scores sales calls within a broader enablement suite.
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
Mindtickle is a sales readiness and enablement platform whose conversation intelligence product, Call AI, records, transcribes, and analyzes sales conversations as part of a broader suite that also includes training, content management, and coaching. Call AI automatically captures buyer interactions and scores calls against defined winning behaviors such as talk-time ratio, pace, and the questions reps ask, giving leaders visibility into what is actually said on calls every day. It surfaces competitor mentions and buyer objections, and an AI copilot assists reps with objection handling, follow-ups, and drafting emails. What distinguishes Mindtickle is that conversation insights are tied directly into its readiness programs: gaps identified on calls can feed into targeted training and coaching plans, and call moments can be used as real-world examples within enablement content. The platform integrates with CRMs including Salesforce and Microsoft Dynamics. It is designed for sales enablement teams, sales leadership, and individual sellers at organizations that want call analysis connected to a structured training and coaching program rather than as a standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Mindtickle is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Mindtickle |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Call recording and transcription (Call AI) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI call scoring against defined winning behaviors |
| Team usage | Recording and transcription of phone calls and in-person meetings | Competitor mention and objection detection |
| Integrations | Mobile app for capturing in-person meetings | AI copilot for objection handling, follow-ups, and email drafting |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integration of call insights with training and coaching programs |
| Best-fit workflow | Client mood and sentiment insights | CRM integrations (Salesforce, Microsoft Dynamics) |
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.
Mindtickle
Choose Mindtickle if you need recording and scoring sales calls for coaching — strengths include ties conversation insights directly into sales training and coaching.
FinMate AI
Mindtickle
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Mindtickle is strong for recording and scoring sales calls for coaching. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Mindtickle is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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