FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Quantified: AI sales coaching and role-play platform for regulated industries, with simulations plus pre-call prep, post-call reflection, and live-call analysis. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Quantified when driving product-launch readiness with compliant practice matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI sales coaching and role-play platform for regulated industries, with simulations plus pre-call prep, post-call reflection, and live-call analysis.
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
Quantified is an AI sales coaching and role-play platform built for regulated industries such as life sciences, medical devices, financial services, and insurance, where conversation quality and compliance both matter. It is organized around a set of AI agents that span the rep lifecycle: AI Roleplay for realistic practice of high-stakes conversations, an AI Readiness Coach for onboarding and certification, an AI Field Coach for pre-call preparation, post-call reflection, and live-call analysis, an AI Authoring agent to build simulations from approved content, an AI Compliance agent that applies regulatory-aware guardrails, and an AI Insights agent that reports on readiness, proficiency, and adherence. Adaptive AI personalizes coaching to each rep's role, experience, and business context so feedback stays relevant as reps progress. The platform is used by large enterprises including major pharmaceutical companies, and is applied to new-hire onboarding, product-launch readiness, certification programs, continuous reinforcement, and even talent screening based on selling behaviors. Quantified concentrates on coaching, simulation, and readiness for sales teams rather than serving as a general meeting-notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Quantified is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Quantified |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI role-play for high-stakes sales conversations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI Field Coach for pre-call prep, post-call reflection, and live-call analysis |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI Readiness Coach for onboarding and certification |
| Integrations | Mobile app for capturing in-person meetings | Compliance-aware guardrails for regulated selling |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Adaptive AI that personalizes coaching to each rep |
| Best-fit workflow | Client mood and sentiment insights | Insights agent reporting on readiness, proficiency, and adherence |
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.
Quantified
Choose Quantified if you need onboarding and certifying reps in life sciences or financial services — strengths include purpose-built for compliance-sensitive regulated industries.
FinMate AI
Quantified
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Quantified is strong for onboarding and certifying reps in life sciences or financial services. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Quantified 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.
More head-to-head comparisons involving FinMate AI and Quantified.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.