FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Triple Session: AI coaching intelligence platform that records and scores sales calls against your playbook and pairs feedback with a built-in training academy. 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 Triple Session when onboarding and ramping new reps with linked training content 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 coaching intelligence platform that records and scores sales calls against your playbook and pairs feedback with a built-in training academy.
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
Triple Session is an AI coaching intelligence platform aimed at small and mid-market sales teams that want call coaching without the cost of enterprise revenue-intelligence suites. A meeting bot joins calls on Zoom and Google Meet to record and transcribe them, then the AI reviews 100% of conversations against the team's own playbook and sales best practices. It scores reps across competencies such as discovery, objection handling, and methodology adherence, and generates coaching briefs so managers can act without listening to full recordings. What distinguishes Triple Session from pure conversation-intelligence tools is its built-in Academy, a gamified library of bite-sized sessions and certificated courses spanning a wide range of sales skills, so identified gaps connect directly to training content. Additional capabilities include an Ask AI Coach natural-language assistant, deal review analysis, company-wide trend insights, and CRM updates pushed to Salesforce and HubSpot. It integrates with tools including Aircall and Fireflies, supports many languages, and is SOC 2 Type II certified, positioning it as an affordable coaching-plus-enablement option for SDR and AE teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Triple Session is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Triple Session |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting bot that records and transcribes calls on Zoom and Google Meet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI scoring of every call against a custom playbook and sales best practices |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated coaching briefs and deal review analysis for managers |
| Integrations | Mobile app for capturing in-person meetings | Built-in gamified sales training Academy with courses and certificates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Ask AI Coach natural-language assistant and company-wide insights |
| Best-fit workflow | Client mood and sentiment insights | CRM integrations with Salesforce and HubSpot, plus Aircall and Fireflies |
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.
Triple Session
Choose Triple Session if you need coaching sdrs and aes against a defined sales playbook — strengths include combines call coaching with a built-in training academy in one tool.
FinMate AI
Triple Session
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Triple Session is strong for coaching sdrs and aes against a defined sales playbook. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Triple Session 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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