FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Siro: AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Siro when coaching field reps remotely using recorded conversations 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.
AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app.
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
Siro is an AI coaching and conversation intelligence platform designed specifically for in-person and field sales teams, a segment that traditional call-recording tools built for video meetings do not cover. Reps record their face-to-face customer conversations using Siro's mobile app, and the platform automatically transcribes and analyzes those recordings to surface coaching opportunities, objections, and selling behaviors. A real-time capability called Halftime delivers coaching cues mid-conversation. Siro includes Ask Siro, which lets sales leaders query recorded field conversations in natural language to find patterns in objections, competitive mentions, and rep performance, with answers linked back to specific recordings so managers can review and coach efficiently across many consultations. A self-coaching feature surfaces how stronger reps handled similar situations, giving reps an example to learn from. The platform also drafts follow-ups, flags key deal moments, and syncs data to CRM systems. Siro serves industries with heavy field and in-home selling, such as home improvement, home services, automotive retail, telecom, multifamily housing, and medical aesthetics. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Siro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Siro |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Mobile recording and transcription of in-person sales conversations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time mid-conversation coaching (Halftime) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Ask Siro natural-language search across recorded field conversations |
| Integrations | Mobile app for capturing in-person meetings | Self-coaching with examples drawn from top-performing reps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automated follow-up drafting and CRM sync |
| Best-fit workflow | Client mood and sentiment insights | Performance analytics and coaching insights for managers |
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.
Siro
Choose Siro if you need recording and analyzing in-home and field sales appointments — strengths include purpose-built for in-person and field sales that video tools miss.
FinMate AI
Siro
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Siro is strong for recording and analyzing in-home and field sales appointments. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Siro is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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