FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Praiz: French AI meeting recorder and conversation-intelligence platform that records and transcribes calls and meetings and feeds structured insights into the CRM for sales teams. 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 Praiz when analysing customer calls at scale to surface objections and deal risk matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
French AI meeting recorder and conversation-intelligence platform that records and transcribes calls and meetings and feeds structured insights into the CRM for sales teams.
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
Praiz is a French conversation-intelligence and AI meeting platform headquartered in Paris and founded in 2022. It is positioned for revenue and sales teams that want to capture, transcribe and analyse customer conversations and turn them into structured, decision-ready data. Praiz records and transcribes calls and meetings, supporting transcription across 100+ languages, then applies AI agents to extract signals such as deal qualification, pain points, objections, competitor mentions and churn risk. The platform places heavy emphasis on CRM automation: it offers custom field mapping and automated logging that synchronises summaries, notes and follow-ups into systems including HubSpot, Salesforce, Pipedrive, Zoho, Dynamics 365, Planhat and Attio, alongside a broad library of additional integrations. Praiz also exposes its conversation data through search and filtering, and provides an MCP server to connect conversations to large language models. The vendor describes specialised agents for frameworks such as MEDDIC and BANT, aimed at sales coaching and pipeline visibility. As of 2025/2026 the official website resolves to a live product serving multiple teams, and Praiz is a member of French Tech Grand Paris. It is best suited to sales and customer-facing organisations that need their conversations reflected accurately in the CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Praiz is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Praiz |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription of calls and meetings in 100+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI agents that extract deal signals, pain points, objections and churn risk |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated summaries and follow-up generation |
| Integrations | Mobile app for capturing in-person meetings | Deep CRM integration with custom field mapping and automated logging |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Searchable, filterable conversation data |
| Best-fit workflow | Client mood and sentiment insights | MCP server to connect conversation data to large language models |
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.
Praiz
Choose Praiz if you need sales teams logging meeting outcomes automatically into the crm — strengths include strong crm automation across many major sales platforms.
FinMate AI
Praiz
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Praiz is strong for sales teams logging meeting outcomes automatically into the crm. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Praiz 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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