FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Traq.ai: Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM. 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 Traq.ai when coaching reps using recorded conversations and analytics 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.
Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM.
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
Traq.ai is a conversation intelligence platform built for sales teams that records, transcribes, and analyzes sales calls and meetings. After each conversation, the platform generates summaries, action items, and recommended next steps, and applies analysis such as sentiment and topic detection to surface buyer preferences, competitive mentions, and obstacles raised during the call. These outputs are attached to the relevant prospect or deal record in connected systems, helping reduce manual note-taking and administrative work. Traq.ai integrates with common CRMs including HubSpot and Salesforce, as well as conferencing tools such as Zoom, Microsoft Teams, and Google Meet, and offers a mobile app for capturing in-person meetings. An AI assistant, referred to as Ask Ava, lets users query their full repository of recorded conversations to find specific information and trends across deals. The platform is aimed at sales managers and reps who want consistent call documentation, coaching material drawn from real conversations, and CRM records that stay current without heavy manual entry. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Traq.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Traq.ai |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic call recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries, action items, and recommended next steps |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sentiment and conversation analytics |
| Integrations | Mobile app for capturing in-person meetings | CRM integrations (HubSpot, Salesforce) and conferencing connectors (Zoom, Teams, Meet) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Ask Ava AI assistant to query past conversations |
| Best-fit workflow | Client mood and sentiment insights | Mobile app for in-person meeting capture |
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.
Traq.ai
Choose Traq.ai if you need documenting sales calls with summaries and action items — strengths include links call insights directly to crm prospect and deal records.
FinMate AI
Traq.ai
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Traq.ai is strong for documenting sales calls with summaries and action items. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Traq.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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