FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Salesfinity: AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, and real-time coaching. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Salesfinity when sales managers coaching reps via recorded calls and objection insights 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.
AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, 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
Salesfinity is an AI-powered parallel dialer built specifically for B2B SaaS sales development reps (SDRs) and account executives focused on outbound prospecting. The platform dials multiple numbers simultaneously and automatically filters out voicemails, dial tones, and automated responses so reps only spend time on live human conversations. Alongside the dialer, Salesfinity records and analyzes calls for coaching purposes: it tags objections, tracks recurring objection trends, and surfaces suggested responses and pitch tips during calls without requiring constant manager oversight. A collaborative "Salesfloor" feature lets teams dial together, share wins, and mentor newer reps in a shared virtual space. Salesfinity also includes waterfall data enrichment that replaces bad phone numbers with verified alternatives drawn from multiple data providers, and it auto-rotates and registers numbers to reduce spam flagging. It integrates with common revenue tools including HubSpot, Salesforce, Outreach.io, Salesloft, Apollo.io, and Amplemarket. The product is live and actively used by B2B SDR teams, with calling supported across more than 100 countries. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Salesfinity is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Salesfinity |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI parallel dialer that connects reps only to live human answers |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic objection tagging and objection-trend tracking |
| Team usage | Recording and transcription of phone calls and in-person meetings | Call recording and call analysis for coaching |
| Integrations | Mobile app for capturing in-person meetings | Real-time suggested responses and pitch tips during calls |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Collaborative Salesfloor for team dialing and mentoring |
| Best-fit workflow | Client mood and sentiment insights | Waterfall data enrichment to replace bad phone numbers |
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.
Salesfinity
Choose Salesfinity if you need sdr teams running high-volume outbound cold-calling campaigns — strengths include purpose-built for high-volume outbound sdr and ae workflows.
FinMate AI
Salesfinity
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Salesfinity is strong for sdr teams running high-volume outbound cold-calling campaigns. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Salesfinity is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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