FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Substrata: AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent. 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 Substrata when coaching sellers on social dynamics in high-stakes conversations 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 intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent.
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
Substrata is an AI sales coaching and deal intelligence platform that takes a different angle from typical conversation intelligence tools: rather than focusing on transcription and summaries, it analyzes the social and emotional signals beneath sales conversations. Its core function is to model buyer psychology, attitudes, and momentum across interactions to help professional dealmakers understand intent and power dynamics. A central component is SoundWave, a real-time conversational analytics engine that listens to sales calls and analyzes voice tone, pace, pauses, interruptions, and the push-pull of social dynamics, surfacing the why behind what is being said rather than just the words. Substrata applies this signal analysis across conversations and email exchanges to gauge buyer sentiment and engagement, giving sellers and revenue leaders a read on how deals are actually progressing. The platform is aimed at B2B revenue professionals and leaders, and is positioned for smaller and mid-sized dealmaking teams that want behavioral insight into negotiations and high-value conversations. It has been recognized as a high performer across sales coaching, AI sales assistant, conversation intelligence, sales analytics, and revenue operations categories. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Substrata is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Substrata |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Behavioral analysis of buyer attitudes, intent, and power dynamics |
| Team usage | Recording and transcription of phone calls and in-person meetings | Email signal analysis for sentiment and engagement |
| Integrations | Mobile app for capturing in-person meetings | Deal momentum tracking across conversations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Coaching insights focused on social and emotional cues |
| Best-fit workflow | Client mood and sentiment insights | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
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.
Substrata
Choose Substrata if you need reading buyer intent and sentiment during negotiations — strengths include analyzes social and emotional subtext beyond plain transcription.
FinMate AI
Substrata
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Substrata is strong for reading buyer intent and sentiment during negotiations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Substrata 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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