FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SalesHood: SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales 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 SalesHood when coaching reps with ai roleplay scoring on tone, messaging, and filler words before live calls 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.
SalesHood is an AI sales enablement and coaching platform that transcribes practice and pitch recordings into searchable text and scores reps' spoken sales 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
SalesHood is a revenue enablement and sales coaching platform built for sales teams, managers, and enablement leaders. Within its coaching workflows, reps record or upload pitch practice, deal-win stories, and huddle videos, which SalesHood automatically transcribes into searchable text. The transcription turns spoken audio into text, tags it, and adds it to a content library, so users can search across recordings for a keyword and skip directly to the timestamped segment where it was said, with the term highlighted. SalesHood also offers AI Role Play, where reps practice realistic buyer conversations against AI personas and receive real-time scoring and sentiment analysis on tone, pace, clarity, messaging accuracy, and filler words. Managers review submitted recordings against scorecards and coaching criteria, and dashboards surface skill gaps and performance trends. Alongside these voice-and-transcription features, the broader platform includes digital sales rooms, content management, onboarding, and certification. It is geared toward developing sellers and standardizing how winning sales conversations are captured and coached.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SalesHood is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SalesHood |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic video/audio transcription of pitches, deal-win stories, and huddle recordings into searchable text |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Keyword search across recordings with timestamped highlighting to jump to the exact moment a term is spoken |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI Role Play simulating buyer conversations with real-time scoring and sentiment analysis |
| Integrations | Mobile app for capturing in-person meetings | AI coaching feedback on tone, pace, clarity, messaging accuracy, and filler words |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Manager review of submitted recordings against scorecards and coaching criteria |
| Best-fit workflow | Client mood and sentiment insights | Coaching dashboards tracking individual and team performance trends and skill gaps |
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.
SalesHood
Choose SalesHood if you need transcribing and searching recorded sales pitch and deal-win videos to share best practices — strengths include transcribes spoken practice and pitch recordings into searchable, timestamped text for easy review.
FinMate AI
SalesHood
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SalesHood is strong for transcribing and searching recorded sales pitch and deal-win videos to share best practices. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SalesHood is custom pricing. 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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