FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Rilla: Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Rilla when coaching field reps asynchronously across many appointments 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.
Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations.
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
Rilla is a speech analytics and AI coaching platform built for in-person field sales teams, particularly in home services and the trades. Instead of managers physically accompanying reps on ridealongs, reps record their in-person sales conversations, and Rilla automatically transcribes and analyzes each conversation to surface insights, summaries, and coaching opportunities. Managers gain visibility into conversations across their team and can review recordings, leave comments and highlights, and deliver asynchronous feedback from anywhere, which lets them coach far more appointments than in-person ridealongs would allow. The platform adapts to a team's specific sales process and can highlight how reps' conversations compare to the behaviors of top performers, helping standardize what works. Rilla serves field-sales-heavy industries including home improvement and remodeling, HVAC, plumbing, roofing, solar, automotive, dental, senior living, and multifamily property management. It is designed for sales managers and field reps who need a scalable way to capture, review, and coach face-to-face selling conversations that conventional meeting tools built for video calls do not address. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Rilla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Rilla |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Mobile recording of in-person sales conversations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic transcription and AI conversation analysis |
| Team usage | Recording and transcription of phone calls and in-person meetings | Asynchronous coaching with comments and highlights |
| Integrations | Mobile app for capturing in-person meetings | Behavior tracking against top-performer patterns |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Adapts analysis to a team's specific sales process |
| Best-fit workflow | Client mood and sentiment insights | Performance visibility across all reps and appointments |
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.
Rilla
Choose Rilla if you need replacing in-person ridealongs with recorded, analyzed conversations — strengths include purpose-built for in-person field sales coaching at scale.
FinMate AI
Rilla
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Rilla is strong for replacing in-person ridealongs with recorded, analyzed conversations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Rilla 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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