123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. 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 123 Notetaker AI when teams-centric organizations that do not have or want copilot licenses matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
123 Notetaker AI is an AI meeting notes and transcription app for Microsoft Teams, built by BlueSky Apps. It runs entirely inside the Teams interface and does not depend on Microsoft Copilot, giving teams an independent option for capturing meetings. During a call, participants can open the app from the meeting window to follow AI-powered transcription that appears in real time in the Teams app sidebar. After the meeting ends, 123 Notetaker AI generates a summary and emails the meeting notes, while transcripts and notes are stored in the user's BlueSky account for later reference. Because it is installed from the Microsoft commercial marketplace and operates within Teams rather than as a browser overlay or external bot, it fits organizations that want note-taking contained in their existing Teams workflow. BlueSky Apps offers a family of conferencing add-ons across Teams, Zoom, and Google Meet, and provides a free plan with paid upgrades for additional capacity and features. The app is currently listed and operating in 2025-2026, and is documented in the company's help center and several third-party Teams tool roundups. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
123 Notetaker AI is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | 123 Notetaker AI | Zocks |
|---|---|---|
| Core capability | Native Microsoft Teams app installed from the commercial marketplace | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time transcription displayed in the Teams app sidebar | Live meeting analysis during calls |
| Team usage | Automatic AI meeting summary emailed after the meeting | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Notes and transcripts stored in a BlueSky account for later access | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Works without requiring Microsoft Copilot licensing | AI-drafted follow-up and client response emails |
| Best-fit workflow | Free plan with paid upgrade tiers | Pre-meeting preparation with agendas and client profiles |
123 Notetaker AI
Choose 123 Notetaker AI if you need teams-centric organizations that do not have or want copilot licenses — strengths include runs inside teams with no separate app or browser extension to manage.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
123 Notetaker AI
Zocks
It depends on your workflow. 123 Notetaker AI is strong for teams-centric organizations that do not have or want copilot licenses, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
123 Notetaker AI is a free tier with paid upgrades and Zocks 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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