FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ProspectBoss: Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and ProspectBoss when using ai call scores and summaries to coach reps and plan next steps 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.
Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation.
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
ProspectBoss is a cloud-based outbound power dialer built to help sales teams call faster, protect their phone numbers, automate follow-up, and convert more conversations into appointments. Its power dialer, marketed as "Call Hammer" technology, automates rapid sequential dialing to maximize the number of prospects a rep reaches per hour, and includes automated voicemail dropping so reps can leave pre-recorded messages without waiting. The platform layers AI on top of calling, describing an assistant that listens to conversations and then scores, summarizes, and suggests next steps for each call, while automating SMS and email follow-up and tracking outcomes. ProspectBoss emphasizes deliverability and compliance with STIR/SHAKEN support, spam-likely prevention, and phone-number registration with major carriers to keep outbound numbers in good standing. It integrates with CRMs including Salesforce, HubSpot, and Zoho, and offers real-time conversation data and analytics. The product is primarily targeted at real estate agents, insurance producers, and home-services companies, and is a live, actively offered product with current pricing and trial options. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ProspectBoss is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ProspectBoss |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Power dialer with rapid sequential dialing ("Call Hammer") |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI that scores, summarizes, and suggests next steps per call |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated voicemail drop |
| Integrations | Mobile app for capturing in-person meetings | Automated SMS and email follow-up with outcome tracking |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | STIR/SHAKEN support and spam-likely prevention |
| Best-fit workflow | Client mood and sentiment insights | Carrier number registration for deliverability |
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.
ProspectBoss
Choose ProspectBoss if you need real estate and insurance reps running high-volume outbound calls — strengths include high-throughput power dialing for outbound prospecting.
FinMate AI
ProspectBoss
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ProspectBoss is strong for real estate and insurance reps running high-volume outbound calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ProspectBoss is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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