Aircover: Real-time in-call AI sales coach that surfaces answers, battlecards, and CRM updates live during sales meetings. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aircover when coaching reps live during sales calls with battlecards and expert answers 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.
Real-time in-call AI sales coach that surfaces answers, battlecards, and CRM updates live during sales meetings.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Aircover is a real-time AI sales coaching and enablement platform that runs inside live sales calls. It integrates with Zoom and Google Meet to listen to conversations as they happen and surface in-the-moment support to reps, including expert answers to technical and competitive questions, objection handling, battlecards, and next-best-asks. Acting as a virtual sales engineer, Aircover helps reps adapt to pivots in a conversation without waiting for post-call review. After each call, the platform generates AI summaries, detailed notes, suggested next steps, and draft follow-up emails, and it can map and sync fields like MEDDPICC, BANT, and SPICED into Salesforce so RevOps captures the data that matters. It also offers conversation intelligence and deal-risk analysis, plus an "Ask Aircover" tool for querying revenue data. Aircover integrates with Salesforce, Highspot, Salesloft, and email platforms. It is aimed at enterprise and mid-market sales teams, including sales development, enterprise account executives, sales enablement, and customer success, that want live coaching during calls combined with automated post-call documentation and CRM hygiene. 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
Aircover 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 | Aircover | Zocks |
|---|---|---|
| Core capability | Real-time in-call coaching on Zoom and Google Meet | AI note-taking with speaker attribution for client meetings |
| Standout feature | Live expert answers, battlecards, and objection handling | Live meeting analysis during calls |
| Team usage | Automated post-call summaries, notes, and follow-up email drafts | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | CRM field mapping for MEDDPICC, BANT, and SPICED into Salesforce | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Conversation intelligence and deal-risk analysis | AI-drafted follow-up and client response emails |
| Best-fit workflow | Integrations with Salesforce, Highspot, Salesloft, and email | Pre-meeting preparation with agendas and client profiles |
Aircover
Choose Aircover if you need coaching reps live during sales calls with battlecards and expert answers — strengths include assists reps during the call instead of only after it ends.
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.
Aircover
Zocks
It depends on your workflow. Aircover is strong for coaching reps live during sales calls with battlecards and expert answers, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Aircover 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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