Aircall: Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aircall when running outbound and inbound sales calling with ai transcription 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.
Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Aircall is a cloud-based phone and call center platform widely used by sales and support teams, with an integrated AI conversation intelligence layer that runs across calls rather than as a separate bolt-on system. Its core function is to handle business calling through features like power dialing, call recording, IVR, queueing, and routing, while Aircall AI transcribes conversations and analyzes them for insights. The conversation intelligence capabilities include AI-generated call summaries, key topic recognition, sentiment analysis, talk-to-listen ratios, transcription text search, and call scoring, which together help teams spot coaching opportunities and understand customer objections and buying signals. Aircall centralizes communications in a Workspace that brings voice, text, voicemail, and WhatsApp into a threaded view around each customer, with access to recordings and transcripts. The platform logs activity and transcripts to connected CRMs, and an analytics add-on extends dashboards with advanced filters, longer history, and KPI drill-downs. Aircall is aimed at sales and customer-facing teams that want a reliable cloud phone system with conversation intelligence included, rather than running a separate dialer and analysis tool. 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
Aircall 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 | Aircall | Zocks |
|---|---|---|
| Core capability | Cloud calling with power dialing, recording, IVR, and routing | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI call summaries with key topic recognition | Live meeting analysis during calls |
| Team usage | Sentiment analysis and talk-to-listen ratios | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Transcription with text search and call scoring | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM logging and an advanced analytics add-on | AI-drafted follow-up and client response emails |
| Best-fit workflow | Cloud calling with power dialing, recording, IVR, and routing | Pre-meeting preparation with agendas and client profiles |
Aircall
Choose Aircall if you need running outbound and inbound sales calling with ai transcription — strengths include conversation intelligence is built into the phone system itself.
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.
Aircall
Zocks
It depends on your workflow. Aircall is strong for running outbound and inbound sales calling with ai transcription, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Aircall 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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