FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. WAVV: CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales. 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 WAVV when sales managers coaching reps by listening in on live calls matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales.
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
WAVV is a CRM-embedded multi-line dialer designed to help sales teams reach more prospects and connect more often without leaving their existing workflow. The dialer places multiple calls at once and connects a rep only when a person answers, reducing time wasted on rings and voicemails. WAVV is built to embed directly inside CRM platforms such as HighLevel, with additional integrations referenced for tools like REDX, MoxiWorks, and LionDesk, positioning itself as a single embedded solution that removes the need for separate third-party dialing tools. The platform includes call recording for training and quality assurance, and supports live call monitoring so supervisors can listen in, provide feedback, and guide reps during conversations. Other features include voicemail drop to leave pre-recorded messages, local-presence dialing to display region-appropriate caller IDs, spam protection through carrier registration and monitoring, and analytics and reporting on call outcomes, response rates, and agent performance. WAVV is primarily aimed at high-volume prospecting verticals such as real estate, insurance, lead generation, and recruiting, and is a live, operating product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); WAVV is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | WAVV |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Multi-line dialer that connects reps to live answers |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | CRM-embedded operation (HighLevel and other CRMs) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Call recording for training and quality assurance |
| Integrations | Mobile app for capturing in-person meetings | Live call monitoring and supervisor listen-in coaching |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Voicemail drop for pre-recorded messages |
| Best-fit workflow | Client mood and sentiment insights | Local-presence dialing |
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.
WAVV
Choose WAVV if you need real estate and insurance agents prospecting at high call volume — strengths include embeds directly into crms so reps work without switching tools.
FinMate AI
WAVV
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while WAVV is strong for real estate and insurance agents prospecting at high call volume. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and WAVV 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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