FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Proshort: Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India. 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 Proshort when coaching reps on call behaviors and running ai roleplay practice 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.
Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India.
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
Proshort is an AI-powered sales platform that combines conversation intelligence, sales coaching, deal analytics, and enablement in a single product. It captures and analyzes sales conversations across voice and video meetings on platforms such as Zoom, Microsoft Teams, and Google Meet, producing AI notes, summaries, action items, and risk insights. Beyond meeting capture, Proshort aggregates CRM, email, and meeting data to give visibility into deal health, probability, and qualification coverage, and tracks coaching signals like talk ratio, filler words, objection handling, and tone to generate personalized coaching suggestions for each rep. The platform also offers AI roleplay practice built from real customer interactions and CRM automation that updates records and integrates with tools such as Salesforce and HubSpot. Proshort delivers contextual coaching snippets where reps already work, including the CRM, email, and Slack. The company is venture-backed and operates with headquarters in Cupertino, California and a development office in Bengaluru, India, serving customers in the US and India. It is positioned as an accessible alternative to large enterprise conversation intelligence suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Proshort is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Proshort |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and summarizes Zoom, Teams, and Google Meet sales calls with AI notes and action items |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Call scoring on talk ratio, filler words, objection handling, and next-step quality |
| Team usage | Recording and transcription of phone calls and in-person meetings | Deal intelligence aggregating CRM, email, and meeting data with risk flagging |
| Integrations | Mobile app for capturing in-person meetings | Personalized rep coaching delivered in CRM, email, and Slack |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI roleplay training built from real customer interactions |
| Best-fit workflow | Client mood and sentiment insights | CRM automation and integrations (Salesforce, HubSpot) |
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.
Proshort
Choose Proshort if you need automatically capturing and summarizing sales meetings for reps and managers — strengths include combines conversation intelligence, coaching, and deal analytics in one platform.
FinMate AI
Proshort
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Proshort is strong for automatically capturing and summarizing sales meetings for reps and managers. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Proshort 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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