FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Revenue.io: Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching. 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 Revenue.io when coaching reps in real time during live conversations 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.
Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching.
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
Revenue.io is a Salesforce-native revenue execution platform that combines conversation intelligence, sales engagement, a sales dialer, and real-time guidance in a single system. For meetings and calls, the platform automatically records and transcribes conversations, then applies AI analysis to surface topics, objections, competitor mentions, and next steps, writing results back to CRM records so reps avoid manual data entry. A real-time coaching capability surfaces guidance and prompts to reps during live calls rather than only after the fact, helping them handle objections and follow approved messaging. A mobile capability lets field reps capture in-person meetings, generate transcripts and summaries, and sync insights to Salesforce. Because it is built natively on Salesforce, activity, calls, emails, and meetings are logged directly in the CRM, and managers can use call libraries, scoring, and analytics for coaching across the team. Revenue.io is aimed primarily at mid-market and enterprise Salesforce-based sales, revenue operations, and enablement teams that want to consolidate several point tools into one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Revenue.io is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Revenue.io |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic call and meeting recording with transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI conversation analysis (topics, objections, competitor mentions, next steps) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time, in-call coaching and guidance |
| Integrations | Mobile app for capturing in-person meetings | Native Salesforce activity logging and CRM sync |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrated sales dialer and engagement workflows |
| Best-fit workflow | Client mood and sentiment insights | Mobile capture of in-person meetings |
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.
Revenue.io
Choose Revenue.io if you need recording and analyzing sales calls and meetings inside salesforce — strengths include native salesforce integration keeps activity and meeting data in the crm.
FinMate AI
Revenue.io
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Revenue.io is strong for recording and analyzing sales calls and meetings inside salesforce. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Revenue.io 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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