Adobe Podcast: A web-based Adobe studio that records and transcribes audio, then lets you edit it by editing the transcript text. 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 Adobe Podcast when transcribing a recorded interview or conversation and editing it down by editing the text matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
A web-based Adobe studio that records and transcribes audio, then lets you edit it by editing the transcript text.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Adobe Podcast is a browser-based audio recording, transcription, and editing tool from Adobe. Its Studio records high-quality audio solo or with remote guests, capturing each participant as an individual track, then transcribes every word using the same transcription engine as Adobe Premiere Pro. The result is a text-based editing workflow: once a recording is transcribed, you cut, copy, paste, and delete words in the transcript and the corresponding audio (or video) is edited to match, so you edit sound like a document. It supports speaker detection to automatically label different speakers in the transcript. Beyond editing, it includes Enhance Speech to remove background noise and echo, and Mic Check, an AI analysis that diagnoses microphone problems before recording. It is aimed primarily at podcasters and creators producing spoken-word audio and video, but its transcription, speaker labeling, and voice-to-text capabilities make it usable for turning any recorded conversation into editable text. Adobe Podcast runs in the browser, with full Studio recording and editing officially supported in desktop Google Chrome.
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
Adobe Podcast 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 | Adobe Podcast | Zocks |
|---|---|---|
| Core capability | Word-for-word transcription using the same engine as Adobe Premiere Pro | AI note-taking with speaker attribution for client meetings |
| Standout feature | Text-based audio/video editing: delete transcript text to cut the corresponding media | Live meeting analysis during calls |
| Team usage | Speaker detection to automatically identify and label speakers in the transcript | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Studio recording of solo or remote-guest sessions with each participant on a separate track | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Enhance Speech to remove background noise and echo from voice recordings | AI-drafted follow-up and client response emails |
| Best-fit workflow | Mic Check AI analysis to diagnose microphone issues before recording | Pre-meeting preparation with agendas and client profiles |
Adobe Podcast
Choose Adobe Podcast if you need transcribing a recorded interview or conversation and editing it down by editing the text — strengths include transcript-driven editing makes cutting and rearranging spoken audio fast and intuitive.
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.
Adobe Podcast
Zocks
It depends on your workflow. Adobe Podcast is strong for transcribing a recorded interview or conversation and editing it down by editing the text, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Adobe Podcast 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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