FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Spiky.ai: Conversation intelligence and real-time AI coaching platform that records, analyzes, and guides sales meetings for revenue teams. 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 Spiky.ai when automating meeting notes, summaries, and crm updates after sales calls matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Conversation intelligence and real-time AI coaching platform that records, analyzes, and guides sales meetings for revenue teams.
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
Spiky.ai is a conversation intelligence and sales coaching platform built for revenue teams, sales enablement leaders, and revenue operations. It joins and records sales calls and video meetings on platforms such as Zoom, Microsoft Teams, and Google Meet, then transcribes each conversation and structures the dialogue into searchable signals. From those recordings the platform produces meeting summaries, action items, keyword and tracker analysis, and metrics such as talk ratio, speaking patterns, and call momentum, while detecting sentiment, objections, and buyer intent. During live calls it can surface context-aware prompts, playbooks, and battlecards to help reps handle objections, follow an agenda, and stay aligned with proven talk tracks. After the call, Spiky generates tailored feedback highlighting strengths and growth areas, drafts follow-up emails and Slack messages, and syncs notes and activity to CRMs including Salesforce and HubSpot. Spiky also offers asynchronous self-coaching tied to each meeting type. It is aimed at sales managers and reps who want to scale coaching, standardize messaging, and turn every customer conversation into structured, reviewable insight. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Spiky.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Spiky.ai |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes calls and video meetings from Zoom, Teams, and Google Meet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time in-call prompts, playbooks, and battlecards for objection handling |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated meeting summaries, action items, and follow-up drafts |
| Integrations | Mobile app for capturing in-person meetings | Conversation analytics: talk ratio, speaking patterns, sentiment, and buyer intent |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Custom keyword trackers and behavior analytics for coaching |
| Best-fit workflow | Client mood and sentiment insights | CRM and collaboration integrations (Salesforce, HubSpot, Slack, Google Docs) |
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.
Spiky.ai
Choose Spiky.ai if you need sdr and ae managers coaching reps on objection handling and talk tracks — strengths include combines real-time coaching with post-call analysis in one platform.
FinMate AI
Spiky.ai
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Spiky.ai is strong for sdr and ae managers coaching reps on objection handling and talk tracks. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Spiky.ai 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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