FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Runo: India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Runo when auto-logging call summaries, dispositions, and next steps into a crm matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
India-based SIM-based call management CRM with an AI call summary feature that transcribes sales calls and generates summaries, action items, sentiment, and CRM updates.
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
Runo is an India-based, AI-powered SIM-based call management CRM built for mobile-first sales and telecalling teams. Its AI Call Summary capability is aimed at teams that run high volumes of outbound and inbound sales calls and want structured records without manual note-taking. According to its official site, Runo automatically analyzes recorded calls and audio signals to produce summaries that capture key discussion points, customer intent, objections, and outcomes, along with clearly organized next steps and call dispositions. It includes call transcription that converts conversations into searchable text, sentiment scoring, and automatic syncing of summaries and dispositions into the CRM so reps and managers can review activity from a unified dashboard. Because Runo operates over SIM-based mobile networks, calls originate from real phone numbers rather than virtual lines. The platform is available as mobile apps on the Apple App Store and Google Play and as a web dashboard, making it usable both in the office and on the move. It is used by teams across sectors such as real estate, insurance, finance, and education. The AI call summary tool is offered with a free trial. Pricing and full plan details are listed on the official website. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Runo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Runo |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI call summaries capturing key points, customer intent, objections, and outcomes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Call transcription that converts conversations into searchable text |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sentiment scoring and call disposition tagging |
| Integrations | Mobile app for capturing in-person meetings | Automatic CRM sync of summaries and dispositions |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | SIM-based call management from real phone numbers |
| Best-fit workflow | Client mood and sentiment insights | Mobile apps (iOS and Android) plus a web dashboard |
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.
Runo
Choose Runo if you need summarizing and transcribing outbound and inbound sales calls for mobile sales teams — strengths include purpose-built for india's mobile-first, sim-based calling sales teams.
FinMate AI
Runo
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Runo is strong for summarizing and transcribing outbound and inbound sales calls for mobile sales teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Runo 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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