FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Momentum: AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Momentum when revops and leaders generating pipeline and forecast insights matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows.
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
Momentum is an AI conversation intelligence and revenue orchestration platform that records, transcribes and analyzes sales and customer-success calls to turn unstructured conversations into structured, actionable data. After calls, it generates AI summaries and notes and extracts key signals, then uses agent-style automations to handle downstream work such as updating Salesforce fields, advancing pipeline stages and generating call notes so reps spend less time on manual data entry. The platform is organized around purpose-built agents, including a deal execution agent for post-call CRM updates, a customer retention agent that surfaces churn signals and sentiment from conversations, a revenue-leadership agent that produces executive briefings and pipeline insights, and a coaching agent that offers call-based coaching recommendations. Momentum integrates deeply with Salesforce, connects to Slack for real-time deal notifications and deal rooms, and can sync data into warehouses such as Snowflake for analysis. It also offers botless recording for Google Meet, capturing calls without adding a visible participant. Momentum is aimed at sales representatives, customer success managers, sales managers, RevOps teams and revenue leaders who want conversation data to flow automatically into their CRM and reporting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Momentum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Momentum |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, transcribes and analyzes sales and CS calls |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and automatic call notes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated Salesforce field and pipeline updates |
| Integrations | Mobile app for capturing in-person meetings | Purpose-built agents for deal execution, retention, coaching and leadership insights |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Slack integration for deal notifications and deal rooms |
| Best-fit workflow | Client mood and sentiment insights | Botless Google Meet recording and data warehouse sync |
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.
Momentum
Choose Momentum if you need sales reps automating crm updates from call content — strengths include deep salesforce automation reduces manual crm data entry.
FinMate AI
Momentum
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Momentum is strong for sales reps automating crm updates from call content. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Momentum 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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