FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SecondBody: Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery. 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 SecondBody when auditing real calls to find where deals stall 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.
Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery.
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
SecondBody is a voice-first AI sales training and coaching platform, branded as an AI coach called Rory, that aims to bridge the gap between classroom training and live selling. Reps run simulated cold calls, discovery conversations, and objection-handling scenarios against an AI buyer that pushes back in real time, and the AI scores conversations on dimensions such as talk-to-listen ratio, question quality, objection handling, and methodology adherence. Beyond practice, SecondBody offers conversational intelligence that can audit real sales calls or integrate with call recorders to pinpoint exactly where reps struggle, from weak intros to fumbled objections. It captures top performers' techniques and turns them into reusable playbooks and training material, gives managers analytics on behavioral patterns and skill gaps, and uses gamification such as streaks, leaderboards, and challenges to drive consistent practice. The platform pulls context from CRM data, call recordings, pricing documents, and company resources to keep coaching relevant. It serves SDR and BDR groups as well as enterprise and specialized sales teams, and offers a free tier for solo sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SecondBody is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SecondBody |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Voice-first AI role-play with a real-time AI buyer |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Scoring on talk-to-listen ratio, question quality, and objection handling |
| Team usage | Recording and transcription of phone calls and in-person meetings | Conversational intelligence that audits real calls or recordings |
| Integrations | Mobile app for capturing in-person meetings | Playbook automation capturing top-performer techniques |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Manager analytics on behavioral patterns and skill gaps |
| Best-fit workflow | Client mood and sentiment insights | Gamification with streaks, leaderboards, and challenges |
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.
SecondBody
Choose SecondBody if you need onboarding new reps and reducing ramp time — strengths include combines role-play practice with analysis of real calls.
FinMate AI
SecondBody
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SecondBody is strong for onboarding new reps and reducing ramp time. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SecondBody 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.
More head-to-head comparisons involving FinMate AI and SecondBody.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.