FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Oliv: AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up. 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 Oliv when maintaining crm hygiene and pipeline visibility for sales managers matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up.
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
Oliv is an AI sales assistant built for account executives, sales managers, and revenue teams that want support across the full sales cycle rather than just a single meeting. Before calls, it helps reps prepare with prospect research, suggested questions, and daily deal summaries that prioritize the pipeline. During meetings, Oliv joins to provide live transcription, surface key moments, and follow live scorecards and adaptive talk tracks so reps can stay focused on the conversation. After the call, it generates meeting summaries delivered via Slack, Teams, or email, drafts follow-up emails, and syncs notes and deal data back to the CRM. A central part of Oliv is capturing deal intelligence from every meeting, call, and email, structuring it into scorecards built on sales methodologies such as MEDDICC, BANT, and SPICED so managers can review opportunities and coach reps. Oliv integrates with common revenue-team tools including Salesforce, HubSpot, Zoom, and Microsoft Teams. It is designed for teams that want automated note-taking, CRM hygiene, and pipeline visibility without adding manual admin work for sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Oliv is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Oliv |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live meeting transcription and instant call highlights |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Pre-meeting prospect research and AI meeting prep |
| Team usage | Recording and transcription of phone calls and in-person meetings | Deal intelligence scorecards using MEDDICC, BANT, and SPICED frameworks |
| Integrations | Mobile app for capturing in-person meetings | AI meeting summaries delivered to Slack, Teams, or email |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic CRM sync and follow-up email drafting |
| Best-fit workflow | Client mood and sentiment insights | Live meeting transcription and instant call highlights |
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.
Oliv
Choose Oliv if you need giving account executives automated prep and follow-up around sales calls — strengths include supports the full sales cycle from prep through follow-up.
FinMate AI
Oliv
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Oliv is strong for giving account executives automated prep and follow-up around sales calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Oliv is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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