FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Voiso: Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries. 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 Voiso when sales and support managers scoring agent performance and coaching from call summaries 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.
Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries.
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
Voiso is a cloud-based contact-center platform built for sales and customer-service teams, combining voice, SMS, and messaging channels with AI-driven analytics in a single workspace. Its speech analytics suite processes recorded call audio through speech-to-text and natural-language pipelines, transcribing calls into searchable text across more than ten languages, including English, Spanish, French, and Arabic. Transcripts can be navigated, searched, and flagged against predefined or custom keyword lists to support quality assurance, compliance, and agent training. Beyond raw transcription, the platform applies AI to score conversations on a 1-to-5 scale, detect sentiment and emotional cues, and automatically generate concise call summaries that capture key topics and outcomes without reviewing full recordings. It is aimed at call centers, BPOs, and outbound and inbound teams in industries such as fintech, travel, retail, and e-commerce. Other platform capabilities include a predictive dialer, IVR and routing flow builder, CRM integrations, call recording, and real-time performance dashboards. Speech analytics features are available on its Pro plan and higher.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Voiso is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Voiso |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI call transcription converting audio into searchable text in 10+ languages |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI conversation scoring rating calls on a 1-to-5 scale across languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sentiment and emotion analysis detecting tone and customer satisfaction cues |
| Integrations | Mobile app for capturing in-person meetings | Automatic call summaries highlighting key topics and outcomes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Keyword highlighting with custom lists for compliance and QA flagging |
| Best-fit workflow | Client mood and sentiment insights | Call recording with real-time dashboards and performance reporting |
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.
Voiso
Choose Voiso if you need quality assurance and compliance teams reviewing transcribed, keyword-flagged calls — strengths include transcription and analytics are integrated directly into the contact-center workflow, including recording, dialing, and routing.
FinMate AI
Voiso
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Voiso is strong for quality assurance and compliance teams reviewing transcribed, keyword-flagged calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Voiso 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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