FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Uniphore: Uniphore is an enterprise conversational AI and customer service analytics platform that records, transcribes, and analyzes voice and digital interactions for real-time agent assist, conversation intelligence, and automated quality assurance. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Uniphore when qa and supervisor teams automating call scoring, coaching, and compliance monitoring across all interactions matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Uniphore is an enterprise conversational AI and customer service analytics platform that records, transcribes, and analyzes voice and digital interactions for real-time agent assist, conversation intelligence, and automated quality assurance.
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
Uniphore is an enterprise Business AI platform built for contact centers and customer service operations. Its customer service suite captures and records voice and screen interactions, then applies speech-to-text and natural language processing to transcribe and analyze conversations. The Conversation Insights Agent uses generative AI to analyze 100% of customer calls, producing conversation summaries, sentiment analysis, and topic/call-driver detection, and lets users query insights in natural language without predefined keyword lists. Its Real-Time Agent Assist surfaces in-the-moment guidance and knowledge during live calls and automates after-call work such as wrap-up summaries. The platform also automates quality assurance across every call rather than relying on random sampling or manual scorecards, flagging coaching needs and compliance gaps. The Communication Recording Agent provides multi-channel audio capture, transcription, and built-in compliance controls (MiFID II, Dodd-Frank, PCI DSS, GDPR). It targets contact center leaders, QA managers, supervisors, and operations teams. Uniphore is established, with documented enterprise deployments and industry analyst recognition.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Uniphore is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Uniphore |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time call transcription and live agent assist with in-the-moment guidance |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Generative-AI conversation intelligence analyzing 100% of calls for summaries, sentiment, and call drivers |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated quality assurance across all interactions without random sampling or manual scorecards |
| Integrations | Mobile app for capturing in-person meetings | Multi-channel voice and screen recording with transcription in supported languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Natural language querying of conversation insights without keyword lists or tags |
| Best-fit workflow | Client mood and sentiment insights | Automated after-call work (ACW) summaries and post-call task automation |
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.
Uniphore
Choose Uniphore if you need contact centers transcribing and analyzing every customer call to uncover call drivers and sentiment trends — strengths include analyzes 100% of conversations rather than a sampled subset, improving qa and compliance coverage.
FinMate AI
Uniphore
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Uniphore is strong for contact centers transcribing and analyzing every customer call to uncover call drivers and sentiment trends. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Uniphore is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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