FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Simmie: AI sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and coaching. 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 Simmie when drilling pricing and other objection-handling responses against an ai buyer 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 sales roleplay platform where reps practice realistic buyer conversations and get automated scoring and 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
Simmie is an AI roleplay platform built for sales teams that want to scale conversation practice and coaching without relying on manager availability. Reps engage in simulated conversations with realistic AI personas that push back, raise objections, and adapt to what the rep says, allowing practice of cold calls, discovery, objection handling, demos, and other call types on demand. Every conversation is graded against a configurable rubric so teams apply one consistent bar for readiness, and an AI coaching layer delivers post-call analysis and targeted feedback or drill assignments. A builder tool converts existing scripts, playbooks, and call recordings into practice scenarios automatically, reducing the manual setup that traditionally limits roleplay programs. Simmie can be accessed through the web as well as through ChatGPT, Claude, Slack, and Microsoft Teams via MCP integrations, and it offers manager dashboards for visibility into rep readiness and skill gaps. The platform is SOC 2 Type II certified, includes regulatory-adherence detection features, and operates on a credit-based model where one credit equals roughly one minute of simulation. It is offered across individual, team, and enterprise infrastructure tiers and is actively operating in 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Simmie is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Simmie |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI roleplay with realistic personas that push back and adapt |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automated scoring of every conversation against a configurable rubric |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI coaching layer with post-call feedback and drill assignments |
| Integrations | Mobile app for capturing in-person meetings | Scenario builder that converts scripts, playbooks, and recordings into practice |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Access via web, ChatGPT, Claude, Slack, and Microsoft Teams (MCP) |
| Best-fit workflow | Client mood and sentiment insights | Manager dashboards for rep readiness 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.
Simmie
Choose Simmie if you need onboarding new sales reps with repeatable practice scenarios before live calls — strengths include lets reps practice objection handling and discovery on demand without a manager.
FinMate AI
Simmie
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Simmie is strong for onboarding new sales reps with repeatable practice scenarios before live calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Simmie 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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