FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoiceOps: VoiceOps is an AI conversation intelligence platform that transcribes and analyzes customer calls into structured insights for sales coaching, quality assurance, and compliance. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VoiceOps when automating quality assurance scoring across customer support and sales calls matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
VoiceOps is an AI conversation intelligence platform that transcribes and analyzes customer calls into structured insights for sales coaching, quality assurance, and compliance.
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
VoiceOps is an AI conversation intelligence platform that ingests and transcribes customer interactions across channels, including phone calls, email, SMS, and chat, then turns them into structured, searchable data. It automatically transcribes conversations in over 120 languages and uses AI to detect intent, objections, promises, sentiment, and outcomes while handling interruptions, accents, and side comments. Built for high-velocity sales, customer experience, and operations teams, it is used to coach reps, automate quality assurance scoring, and monitor regulatory compliance. The platform can ingest large volumes of past interactions and apply custom behaviors and instant transcript search so teams can track process adherence across calls. Its Sales Coach capability surfaces pivotal moments from rapport-building to closing and delivers personalized coaching tied to a team's playbook. Results plug into CRM and BI systems, with named integrations including Salesforce, HubSpot, Five9, Genesys, NICE, RingCentral, Snowflake, Power BI, Segment, Slack, and Teams, plus real-time alerts via Slack and webhooks. Founded in 2016 and based in San Francisco.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoiceOps is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoiceOps |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic transcription of calls in 120+ languages with context handling for accents, interruptions, and side comments |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Conversation analysis detecting intent, objections, promises, sentiment, and outcomes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated QA scoring across calls plus compliance monitoring and regulatory review |
| Integrations | Mobile app for capturing in-person meetings | Sales Coach that surfaces key call moments and delivers personalized, playbook-based coaching |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Custom behavior tracking with instant transcript search and process-adherence reporting |
| Best-fit workflow | Client mood and sentiment insights | Integrations with CRM, contact center, and BI tools (Salesforce, HubSpot, Five9, Genesys, NICE, Snowflake, Power BI) and real-time Slack/webhook alerts |
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.
VoiceOps
Choose VoiceOps if you need coaching sales reps using analysis of their recorded customer calls — strengths include multi-channel capture across calls, email, sms, and chat rather than meetings only.
FinMate AI
VoiceOps
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoiceOps is strong for coaching sales reps using analysis of their recorded customer calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoiceOps is custom pricing. 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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