FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tario AI: AI outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Tario AI when automatically transcribing and analyzing high-volume dialer 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.
AI outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching.
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
Tario AI is an agentic outbound sales platform for SDR teams and revenue leaders that combines prospecting, multi-channel outreach, and an AI dialer with conversation intelligence. Its call analysis capability is a core pillar: every call placed through Tario's dialer is automatically recorded without a manual step, stored securely, and indexed by rep, campaign, and lead. Each recording is transcribed with speaker separation between rep and prospect and then run through Tario's AI, which scores calls across dimensions such as opening, discovery, value pitch, objection handling, and close, with timestamped feedback tied directly to the transcript. The platform tracks talk ratio and flags when reps dominate conversations, and a team coaching dashboard aggregates metrics so managers can spot patterns and share standout calls. Tario also handles AI-driven research, message personalization, automated dialing, and two-way CRM sync with Salesforce, HubSpot, and Pipedrive. It is built for outbound teams that want call recording, transcription, and structured coaching feedback alongside their dialing workflow rather than as a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tario AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tario AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Built-in AI dialer with automatic call recording for outbound teams |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription with rep/prospect speaker separation |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI call scoring across opening, discovery, pitch, objection handling, and close |
| Integrations | Mobile app for capturing in-person meetings | Timestamped feedback tied to the transcript and talk-ratio tracking |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Team coaching dashboard with aggregated metrics and shareable calls |
| Best-fit workflow | Client mood and sentiment insights | Two-way CRM sync with Salesforce, HubSpot, and Pipedrive |
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.
Tario AI
Choose Tario AI if you need sdr managers coaching reps on recorded, scored outbound calls — strengths include recording and analysis are automatic for every dialed call.
FinMate AI
Tario AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tario AI is strong for sdr managers coaching reps on recorded, scored outbound calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tario AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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