Agaton: Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Agaton when coaching sales reps in real time during calls to improve objection handling and closing 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.
Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Agaton is a Stockholm-based AI conversation intelligence and revenue intelligence platform built for sales and customer-facing teams. The product applies voice AI to analyze agent-customer calls, aiming to review interactions rather than only a sampled subset, and surfaces signals such as buying intent, objections, sentiment shifts, and engagement levels. From these signals it generates personalized, real-time coaching guidance for reps during conversations and quality-and-compliance insights that help managers make faster decisions. Agaton evaluates sales skills like objection handling, closing technique, rapport building, and negotiation, and integrates with existing tools in the sales stack including dialers, CRM, Teams, Slack, and email. The company positions Agaton as an autonomous AI co-worker that automates core workflows so reps can focus on relationships and closing. As a European company, Agaton emphasizes European data-privacy standards, GDPR compliance, ISO 27001 certification, and automatic redaction of personally identifiable information. It was founded in 2024 and reports a customer base that includes Nordic enterprises. It is a newer, regionally rooted alternative to large US-based conversation intelligence incumbents. 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
Agaton 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 | Agaton | Zocks |
|---|---|---|
| Core capability | AI analysis of agent-customer sales calls with quality and compliance monitoring | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time, personalized coaching delivered during live interactions | Live meeting analysis during calls |
| Team usage | Buying-signal, objection, and sentiment detection | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Sales-skill evaluation (objection handling, closing, rapport, negotiation) | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM, dialer, Teams, Slack, and email integrations | AI-drafted follow-up and client response emails |
| Best-fit workflow | Automatic PII redaction with GDPR and ISO 27001 focus | Pre-meeting preparation with agendas and client profiles |
Agaton
Choose Agaton if you need coaching sales reps in real time during calls to improve objection handling and closing — strengths include european, gdpr-compliant approach with iso 27001 certification appealing to eu/emea teams.
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.
Agaton
Zocks
It depends on your workflow. Agaton is strong for coaching sales reps in real time during calls to improve objection handling and closing, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Agaton 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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