FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. RingSense for Sales: RingCentral's AI conversation and revenue intelligence solution that analyzes sales calls, meetings, and emails for revenue teams. 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 RingSense for Sales when automatically logging conversation summaries and notes to the crm 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.
RingCentral's AI conversation and revenue intelligence solution that analyzes sales calls, meetings, and emails for revenue teams.
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
RingSense for Sales is RingCentral's AI-powered conversation and revenue intelligence solution for sales reps, sales leaders, revenue operations, customer success, and marketing teams (now presented under RingCentral's AI Conversation Expert branding). It records and transcribes phone calls and video meetings and applies natural language processing and machine learning to generate intelligent summaries, topics, and follow-ups from each interaction. From recorded conversations it surfaces talk time, sentiment analysis, frequently asked questions, competitor and objection mentions, and common phrases, and it can score conversations against custom criteria so leaders can prioritize which calls need attention. The platform automatically pushes notes and key conversation points into CRM systems such as Salesforce, HubSpot, Microsoft Dynamics, and Zoho, keeping records updated without manual entry. For managers, RingSense provides AI-driven coaching tools, deal tracking, and high-level reporting, while reps receive call summaries, next-step highlights, and soft-skills feedback. Deeply tied to RingCentral's communications platform, it is aimed at revenue teams that want conversation insights and coaching layered onto their calling and meeting workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); RingSense for Sales is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | RingSense for Sales |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes calls and video meetings with AI summaries |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Sentiment analysis, talk-time metrics, and topic/keyword detection |
| Team usage | Recording and transcription of phone calls and in-person meetings | Custom conversation scoring to prioritize follow-up |
| Integrations | Mobile app for capturing in-person meetings | Automated CRM updates to Salesforce, HubSpot, Dynamics, and Zoho |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI coaching tools, deal tracking, and reporting for sales leaders |
| Best-fit workflow | Client mood and sentiment insights | Per-rep call summaries, next steps, and soft-skills feedback |
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.
RingSense for Sales
Choose RingSense for Sales if you need revenue teams analyzing calls and meetings for coaching and deal insights — strengths include tightly integrated with ringcentral's calling and meeting platform.
FinMate AI
RingSense for Sales
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while RingSense for Sales is strong for revenue teams analyzing calls and meetings for coaching and deal insights. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and RingSense for Sales is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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