FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Orum: AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Orum when coaching reps with real-time assist and automatic call scoring 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-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay 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
Orum is an AI-powered sales dialer platform built for sales development teams that make high volumes of outbound calls. Its core function is to maximize live conversations through power and parallel dialing, calling multiple numbers at once and connecting reps only when a real person answers, while routing past voicemails and busy signals so reps stay in back-to-back conversations. Around the dialer, Orum layers AI features for recording, coaching, and analysis. Every call is automatically logged and recorded, with timestamps that make it easy to revisit specific moments, and Orum integrates with conversation intelligence tools so recordings flow into a team's existing stack. Its Assist feature listens to conversations in real time and surfaces the right response when a rep needs it, such as handling an objection, responding to a competitor mention, or recognizing a buying signal. Orum also offers an AI coaching suite with automatic call scoring against proven criteria, scenario-based AI roleplay practice, and coaching portals that build each rep's coaching playlist from performance trends. Orum is aimed at SDR and outbound sales teams that want to combine high-efficiency dialing with AI-driven coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Orum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Orum |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Power and parallel dialing with live-answer detection |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic call logging and recording with timestamps |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time Assist surfacing objection and competitor responses |
| Integrations | Mobile app for capturing in-person meetings | AI call scoring against proven criteria |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Scenario-based AI roleplay and coaching portals |
| Best-fit workflow | Client mood and sentiment insights | Power and parallel dialing with live-answer detection |
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.
Orum
Choose Orum if you need increasing live connect rates for sdr outbound calling — strengths include parallel dialing maximizes live conversations per session.
FinMate AI
Orum
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Orum is strong for increasing live connect rates for sdr outbound calling. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Orum 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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