Agilotext: Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries. 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 Agilotext when transcribing and summarizing meetings and conference calls into minutes 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.
Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Agilotext is a French "sovereign AI" transcription service that converts audio and video into transcripts, summaries, and structured meeting minutes. Users can record directly in the browser, import audio/video files in common formats such as MP3, WAV, M4A, MP4, and WEBM, or submit a YouTube link; file-duration limits vary by plan. The platform offers speaker identification, customizable meeting-minute templates, multi-language support, anonymization, and exports to TXT, DOCX, and PDF. A Chrome extension adds voice dictation inside tools like Gmail, Outlook, ChatGPT, and LinkedIn, and mobile apps are available for iOS and Android. Workflow connections are supported through Zapier, Make, and n8n. Agilotext emphasizes privacy and compliance, with France-based hosting, a GDPR framework, and reports generated using Mistral AI. It is aimed at professionals who need accurate written records of conversations, including physicians, lawyers, HR managers, consultants, and business teams handling meetings, interviews, and consultations.
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
Agilotext 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 | Agilotext | Zocks |
|---|---|---|
| Core capability | Automatic audio/video transcription with speaker identification | AI note-taking with speaker attribution for client meetings |
| Standout feature | In-browser recording plus file and YouTube-link import | Live meeting analysis during calls |
| Team usage | Customizable meeting-minute templates and AI summaries | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Multi-language support and content anonymization | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Exports to TXT, DOCX, and PDF formats | AI-drafted follow-up and client response emails |
| Best-fit workflow | Chrome extension for voice dictation in Gmail, Outlook, and other apps | Pre-meeting preparation with agendas and client profiles |
Agilotext
Choose Agilotext if you need transcribing and summarizing meetings and conference calls into minutes — strengths include france-hosted with a gdpr-compliant, privacy-focused approach.
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.
Agilotext
Zocks
It depends on your workflow. Agilotext is strong for transcribing and summarizing meetings and conference calls into minutes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Agilotext 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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