Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. 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 Acta.ai when sales discovery calls that need deal briefs and follow-up tasks matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Acta.ai is an AI meeting assistant developed by Agilean Solutions Private Limited, an India-based company. It connects to a user's Google or Microsoft account and calendar, and its agent automatically joins scheduled meetings on Google Meet, Microsoft Teams, and Zoom. After a meeting, Acta.ai records and transcribes the conversation and then analyzes it to generate a concise summary, a list of decisions, and actionable tasks. A distinguishing element is its persona-based approach: the platform offers domain-specific agents oriented toward business functions such as Sales, Engineering, Recruiting, Project Management, Finance, Customer Support, and HR, with the ability to convert discussions into role-appropriate outputs like product requirement notes, ticket-style items, deal briefs, or assessment reports. It also includes an 'Ask Acta' assistant for querying meeting content and provides a Chrome extension. Acta.ai is positioned for cross-functional teams that want meetings translated into structured follow-up work rather than only a raw transcript, and it markets itself around moving from 'what was said' to 'what needs to be done.' The product is actively operating, offering a free trial alongside paid tiers. 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
Acta.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 | Acta.ai | Zocks |
|---|---|---|
| Core capability | Automatic meeting join, recording, and transcription across Google Meet, Microsoft Teams, and Zoom | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI-generated summaries with key topics and takeaways | Live meeting analysis during calls |
| Team usage | Action item generation and tracking | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Persona-based agents for functions like Sales, Engineering, Finance, and HR | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | 'Ask Acta' assistant for querying meeting insights | AI-drafted follow-up and client response emails |
| Best-fit workflow | Chrome extension and calendar integration | Pre-meeting preparation with agendas and client profiles |
Acta.ai
Choose Acta.ai if you need sales discovery calls that need deal briefs and follow-up tasks — strengths include built and operated from india with a focus on turning meetings into structured follow-up work.
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.
Acta.ai
Zocks
It depends on your workflow. Acta.ai is strong for sales discovery calls that need deal briefs and follow-up tasks, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Acta.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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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