FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when increasing connect rates with a parallel dialer 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.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
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
Trellus is a real-time AI sales coaching and dialing tool delivered primarily as a lightweight Chrome extension that layers on top of existing sales engagement platforms such as Salesloft, Outreach, and HubSpot. Its real-time coaching analyzes call audio during live conversations to detect intent and signals and provides adaptive guidance, nudging reps to adjust pacing, listen more, or change approach as the conversation unfolds. Alongside live coaching, Trellus offers a parallel dialer that lets reps dial multiple lines at once to increase connect rates, with automated voicemail drops and number-health monitoring. The platform also includes AI voice agents that can handle inbound qualification or act as practice prospects for rep training, plus call analytics and performance scoring so managers can review conversations after the fact. A sales floor feature supports team collaboration. Because it runs as a browser extension on top of tools reps already use, Trellus is designed to add live guidance and faster dialing without requiring teams to migrate to a separate platform. It is aimed at sales development reps, account executives, and sales leaders focused on outbound calling performance. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Trellus |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Parallel dialer with multiple simultaneous lines |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated voicemail drops and number-health monitoring |
| Integrations | Mobile app for capturing in-person meetings | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Call analytics and performance scoring |
| Best-fit workflow | Client mood and sentiment insights | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
FinMate AI
Trellus
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Trellus 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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