FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Rafiki when scoring and coaching reps against a defined sales methodology matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights.
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
Rafiki is an AI-powered conversation and revenue intelligence platform built for SME and mid-market revenue teams. It captures sales conversations by joining calls across Zoom, Google Meet, and Microsoft Teams, and also handles phone calls, then automatically transcribes and analyzes the audio. From each recorded conversation, Rafiki generates meeting summaries, follow-up email drafts, and call scores aligned to popular sales methodologies such as MEDDIC and BANT. Beyond individual call notes, the platform rolls conversation signals up into deal- and pipeline-level views so managers can spot risks and coaching opportunities across the team. It integrates with CRMs including Salesforce, HubSpot, Zoho, and Pipedrive to sync notes and extracted fields, reducing manual data entry for reps. Rafiki also offers AI role play for rep training and a natural-language query tool ("Ask Rafiki") for interrogating call data. It is aimed at sales leaders, account executives, SDRs, customer success managers, and frontline managers who want conversation intelligence and coaching at a lower price point than large enterprise 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); Rafiki is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Rafiki |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes calls across Zoom, Google Meet, Teams, and phone |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated meeting summaries and follow-up email drafts |
| Team usage | Recording and transcription of phone calls and in-person meetings | Call scoring against MEDDIC and BANT frameworks |
| Integrations | Mobile app for capturing in-person meetings | Deal and pipeline-level conversation analysis |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integrations with Salesforce, HubSpot, Zoho, and Pipedrive |
| Best-fit workflow | Client mood and sentiment insights | AI role play for rep training and a natural-language 'Ask Rafiki' query tool |
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.
Rafiki
Choose Rafiki if you need automatically capturing notes and action items from sales calls — strengths include combines note-taking, coaching, and revenue intelligence in one platform.
FinMate AI
Rafiki
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Rafiki is strong for automatically capturing notes and action items from sales calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Rafiki 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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