FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SmartWinnr: AI roleplay and coaching platform for regulated industries where reps rehearse customer conversations with AI avatars. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SmartWinnr when accelerating onboarding and certification for sales teams in regulated sectors 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.
AI roleplay and coaching platform for regulated industries where reps rehearse customer conversations with AI avatars.
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
SmartWinnr is a practice-first AI roleplay and coaching platform aimed at sales teams in regulated industries such as pharmaceuticals, medical devices, and other life sciences fields. Reps rehearse real customer conversations through voice-based, two-way simulations with AI avatars that listen, ask follow-up questions, raise objections, and react to delivery, helping build compliant messaging into habit. After each session, the platform provides automated, multi-dimensional scoring and real-time AI coaching that highlights conversation quality, which the company says reduces manager workload by handling much of the evaluation. Buyer personas can be customized to mirror ideal customer profiles across industries, and the company states that new lifelike simulations can be created or updated quickly from customizable templates. Managers and enablement leaders get analytics dashboards that show rep scores, practice frequency, and skill gaps so they can target coaching efficiently, while gamification features such as points, badges, and leaderboards encourage ongoing practice. SmartWinnr is accessible on desktop and mobile and is designed for sales leaders, training managers, and enablement professionals who need scalable, audit-conscious practice for customer-facing teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SmartWinnr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SmartWinnr |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Two-way voice-based AI roleplay with avatars that ask follow-ups and raise objections |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automated multi-dimensional scoring of rep practice sessions |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time AI coaching highlighting conversation quality |
| Integrations | Mobile app for capturing in-person meetings | Customizable buyer personas mirroring ideal customer profiles |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Manager analytics dashboards showing scores, practice frequency, and skill gaps |
| Best-fit workflow | Client mood and sentiment insights | Gamification with points, badges, and leaderboards |
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.
SmartWinnr
Choose SmartWinnr if you need pharma and medtech reps rehearsing compliant messaging for hcp conversations — strengths include purpose-built for regulated industries like pharma and medical devices.
FinMate AI
SmartWinnr
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SmartWinnr is strong for pharma and medtech reps rehearsing compliant messaging for hcp conversations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SmartWinnr 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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