FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. User Intuition: An AI-moderated customer research platform that runs natural voice and video interviews at scale and delivers transcripts, recordings, and analyzed insights. 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 User Intuition when concept and prototype testing with adaptive ai-moderated feedback 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.
An AI-moderated customer research platform that runs natural voice and video interviews at scale and delivers transcripts, recordings, and analyzed insights.
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
User Intuition is an AI-moderated customer research platform that automates qualitative interviews at scale. An AI moderator conducts natural voice and video conversations with participants, asking adaptive follow-up questions and using laddering methodology to probe several levels deeper into the reasoning behind each response. Studies cover in-depth interviews, concept testing, and interactive prototype walkthroughs, and participants can complete sessions on any device, around the clock, in over 50 languages. Researchers can use their own customers or recruit from a vetted respondent panel. After each study, the platform produces full transcripts, audio and video recordings, AI-generated theme summaries, sentiment analysis, competitive mentions, verbatim quotes, and presentation-ready recommendations, all searchable through a Customer Intelligence Hub. Interview quality is automatically scored against the brief on length, depth, and coverage. It integrates with Stripe, Zapier, OpenAI, and Claude (with HubSpot and Shopify listed as coming soon). It is aimed at product, UX, marketing, and insights teams at enterprises and research agencies.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); User Intuition is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | User Intuition |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI moderator conducts natural voice and video interviews with adaptive follow-up questions |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Full transcripts plus audio and video recordings for every interview |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated theme summaries, sentiment analysis, and verbatim quotes |
| Integrations | Mobile app for capturing in-person meetings | Searchable Customer Intelligence Hub across studies |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic interview quality scoring on length, depth, and coverage |
| Best-fit workflow | Client mood and sentiment insights | Multilingual support (50+ languages) with on-device, 24/7 completion |
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.
User Intuition
Choose User Intuition if you need running in-depth customer interviews at scale to uncover decision drivers — strengths include automates qualitative interviews at scale with fast turnaround.
FinMate AI
User Intuition
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while User Intuition is strong for running in-depth customer interviews at scale to uncover decision drivers. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and User Intuition is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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