FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scorebuddy: Scorebuddy is an AI-powered contact center quality assurance platform that transcribes and auto-scores voice, chat, email, and social interactions against customizable scorecards. 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 Scorebuddy when transcribing and analyzing multilingual customer calls to surface sentiment and contact drivers 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.
Scorebuddy is an AI-powered contact center quality assurance platform that transcribes and auto-scores voice, chat, email, and social interactions against customizable scorecards.
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
Scorebuddy (ScorebuddyCX) is a contact center quality assurance and conversation intelligence platform built for QA teams, CX leaders, and BPOs across industries such as financial services, technology, healthcare, and retail. It ingests agent-customer interactions across voice, chat, email, and social channels and uses GenAI auto-scoring to automatically evaluate conversations against fully customizable scorecards, scoring both human agents and AI chatbots while maintaining an audit trail for regulated environments. For voice, it provides AI transcription that converts multilingual call recordings into transcripts, then layers conversation analytics on top: automated sentiment analysis, contact-driver categorization, and pattern detection across interactions. Reviewers can view scorecards alongside AI marked-up conversations and build automated pass/fail rules. The platform also includes a built-in learning management system that assigns targeted coaching and AI-generated courses based on identified skill gaps, plus configurable dashboards for CX, product, and other teams. It integrates with leading contact center and CRM tools including Five9, Genesys, Salesforce, and Zendesk. What distinguishes it is the combination of configurable QA scorecards, transcription-driven analytics, and coaching/LMS in one workflow.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scorebuddy is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scorebuddy |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription of multilingual call recordings into text transcripts |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | GenAI auto-scoring of interactions against fully customizable scorecards |
| Team usage | Recording and transcription of phone calls and in-person meetings | Conversation analytics with sentiment analysis and contact-driver categorization |
| Integrations | Mobile app for capturing in-person meetings | Omnichannel coverage across voice, chat, email, and social interactions |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Side-by-side view of scorecards and AI marked-up conversations with automated pass/fail rules |
| Best-fit workflow | Client mood and sentiment insights | Built-in learning management system with targeted coaching and AI-generated courses |
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.
Scorebuddy
Choose Scorebuddy if you need automatically scoring and qa-evaluating up to 100% of contact center interactions across channels — strengths include covers qa, conversation analytics, transcription, and coaching/lms in a single integrated platform.
FinMate AI
Scorebuddy
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scorebuddy is strong for automatically scoring and qa-evaluating up to 100% of contact center interactions across channels. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scorebuddy is custom pricing. 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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