FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Nooks: AI sales workspace combining a parallel dialer with conversation intelligence, call scorecards, and live coaching. 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 Nooks when analyzing and scoring outbound calls for coaching 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 sales workspace combining a parallel dialer with conversation intelligence, call scorecards, and live coaching.
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
Nooks is an AI-powered sales workspace built primarily for outbound prospecting, combining a parallel dialer with conversation intelligence and coaching features. Its core is an AI dialer that places multiple calls at once, detects live human pickups, skips bad numbers and voicemails, and automatically logs notes and call outcomes, increasing the number of live conversations a rep can have. Around the dialer, Nooks provides conversation intelligence: it syncs call recordings and transcripts for unified analysis, generates AI call summaries and dispositions, and produces call scorecards and battlecards to support coaching. Managers can listen to live calls and provide whisper coaching to reps in real time, and a virtual salesfloor supports team collaboration during calling sessions. The platform also includes sequencing, AI-driven research and personalization, intent signals, and lead prioritization to support the broader outbound workflow. Nooks is aimed at sales development representatives, business development teams, and revenue operations leaders at mid-market and enterprise organizations who want to scale outbound calling and conversation analysis together rather than as separate tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Nooks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Nooks |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI parallel dialer with live human detection and auto-logging |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Conversation intelligence with synced recordings and transcripts |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI call summaries, dispositions, and scorecards |
| Integrations | Mobile app for capturing in-person meetings | Live call listening and whisper coaching |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Battlecards and a virtual salesfloor for team collaboration |
| Best-fit workflow | Client mood and sentiment insights | Sequencing, research, and intent/lead prioritization |
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.
Nooks
Choose Nooks if you need scaling outbound calling with a parallel ai dialer — strengths include combines outbound dialing and conversation intelligence in one workspace.
FinMate AI
Nooks
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Nooks is strong for scaling outbound calling with a parallel ai dialer. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Nooks 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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