FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Salesken: Real-time AI sales cues and conversation intelligence The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Salesken when coaching at scale matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Real-time AI sales cues and conversation intelligence
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
Salesken is a conversation-intelligence platform that helps sales teams improve by analyzing their calls. It records and transcribes conversations across major conferencing platforms, generates summaries and action items, and applies analytics to surface what is working in winning calls versus losing ones. A key part of Salesken is real-time guidance: it can provide cues to reps during live calls to keep conversations on track. After calls, managers get coaching tools, scorecards, and pipeline insights that connect conversations to deal outcomes, and the platform integrates with CRMs so data and follow-ups flow into existing systems. Salesken is aimed at mid-market and enterprise revenue teams that want data-driven coaching at scale rather than just meeting notes. Because it is sales-specific, it is most valuable for organizations where call quality directly affects revenue and where managers need visibility into many reps and conversations. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Salesken is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Salesken |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time call cues |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries and action items |
| Integrations | Mobile app for capturing in-person meetings | Coaching scorecards and analytics |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integrations |
| Best-fit workflow | Client mood and sentiment insights | Recording and transcription |
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.
Salesken
Choose Salesken if you need real-time sales call guidance — strengths include real-time guidance during calls.
FinMate AI
Salesken
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Salesken is strong for real-time sales call guidance. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Salesken 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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