FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Rehearsal: Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback. 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 Rehearsal when certifying reps' messaging through reviewer-scored practice attempts 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.
Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback.
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
Rehearsal is a video-based practice and roleplay platform, developed by ELB Learning, that gives sales teams and other learners a safe environment to practice their selling and communication skills before high-stakes situations. Learners record video responses to real-world scenarios, build the muscle memory needed to perform under pressure, and receive feedback through multiple practice attempts. The platform pairs traditional video roleplay with AI capabilities: an AI-powered feature evaluates learner video responses and provides automated feedback and assessment metrics, complementing human review from mentors and managers. Rehearsal Coaching supports collaborative, iterative learning by letting reviewers leave feedback and allowing learners to retry until they improve, which is useful for objection handling, pitch delivery, and discovery conversations. While the platform is widely used for sales enablement, it also supports adjacent use cases such as customer support training, leadership development, onboarding, and education. The company, founded by Darik Volpa and based in Reno, Nevada, describes itself as privately held and growing, and Rehearsal maintains a presence on review sites such as G2. It is an established, actively operating product suited to organizations that want structured, repeatable video practice with both AI and human feedback loops. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Rehearsal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Rehearsal |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Video-based roleplay where learners record responses to scenarios |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI evaluation of video responses with automated feedback and metrics |
| Team usage | Recording and transcription of phone calls and in-person meetings | Iterative coaching with multiple practice attempts and reviewer feedback |
| Integrations | Mobile app for capturing in-person meetings | Mentor and manager review workflows alongside AI assessment |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Scenario library spanning sales, support, leadership, and onboarding |
| Best-fit workflow | Client mood and sentiment insights | Anytime, anywhere access for distributed teams |
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.
Rehearsal
Choose Rehearsal if you need rehearsing sales pitches and discovery on video before real meetings — strengths include combines ai assessment with human mentor feedback for richer coaching.
FinMate AI
Rehearsal
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Rehearsal is strong for rehearsing sales pitches and discovery on video before real meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Rehearsal 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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