FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Strella: AI-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Strella when b2b and b2c qualitative studies with built-in recruitment 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-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls.
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
Strella is an AI-powered customer research platform designed to run in-depth interviews and generate actionable insights in hours rather than weeks. Teams create a study in minutes using AI-generated, unbiased discussion guides that any team member can refine and launch, and they can either lead interviews themselves or hand moderation to Strella's AI moderator for faster results. During AI-moderated sessions, the platform conducts the conversation and adapts questions in real time based on each participant's responses, asking thoughtful follow-up questions to explore topics more deeply. Strella handles study logistics including recruitment, incentives, and scheduling, and offers a choice between interviewing customers a team already knows or recruiting from a panel of millions of global participants with targeting across professional, demographic, and behavioral segments; it supports research in dozens of languages for both B2B and B2C studies. On the analysis side, the platform synthesizes findings in real time, identifies themes across participants and segments, and lets researchers chat with their research to generate video highlight reels and pull insights at multiple levels, from an individual participant up to broader strategic patterns. The company is venture-backed and reports use by recognized consumer brands. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Strella is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Strella |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI moderator conducting adaptive, in-depth interviews in real time |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optional human-led moderation alongside AI-moderated sessions |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated unbiased discussion guides editable by the team |
| Integrations | Mobile app for capturing in-person meetings | Recruitment, incentives, and scheduling handled in-platform |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Real-time synthesis with cross-participant and segment-level themes |
| Best-fit workflow | Client mood and sentiment insights | Chat-with-research and video highlight reel generation |
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.
Strella
Choose Strella if you need rapid customer discovery and concept validation interviews — strengths include flexibility to run interviews via ai or have a human moderate.
FinMate AI
Strella
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Strella is strong for rapid customer discovery and concept validation interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Strella 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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