Airspeed: Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync. 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 Airspeed when revenue teams wanting every call scored and connected to account history 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.
Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Airspeed, formerly known as Glyphic, is a sales conversation intelligence and revenue-team platform that records, transcribes, and analyzes calls and connects them with email and ticket history into a persistent memory of each customer account. It integrates with meeting platforms such as Zoom and Teams to capture conversations, then surfaces key themes, generates pre-call and post-call intelligence, and provides contextual answers about accounts grounded in actual interactions. For coaching, Airspeed identifies coachable moments with specific post-call scorecards, tracks metrics like talk-to-listen ratio against team benchmarks, delivers automated coaching plans before standups, and offers a practice simulator with buyer personas to build specific skills such as pricing-objection handling and champion building. It scores live calls during conversations and tracks rep improvement over time. On the workflow side, Airspeed auto-syncs data to Salesforce, HubSpot, and Outreach, works within Gmail, Outlook, and Slack, and uses agents that detect signals like champion changes or stalled deals to draft outreach for rep approval and maintain CRM hygiene. The company is based in London and New York and rebranded from Glyphic to Airspeed in 2026; it is a live, operating product. 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
Airspeed 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 | Airspeed | Zocks |
|---|---|---|
| Core capability | Call and meeting recording with transcription via Zoom, Teams, and other platforms | AI note-taking with speaker attribution for client meetings |
| Standout feature | Persistent customer memory linking calls, emails, and tickets | Live meeting analysis during calls |
| Team usage | Pre-call and post-call AI intelligence and key-theme extraction | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Rep coaching with post-call scorecards, talk-to-listen benchmarks, and coaching plans | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Skill tracking on specific competencies plus a roleplay simulator with buyer personas | AI-drafted follow-up and client response emails |
| Best-fit workflow | Live call scoring during conversations | Pre-meeting preparation with agendas and client profiles |
Airspeed
Choose Airspeed if you need revenue teams wanting every call scored and connected to account history — strengths include combines conversation intelligence with structured rep scorecards and skill tracking.
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.
Airspeed
Zocks
It depends on your workflow. Airspeed is strong for revenue teams wanting every call scored and connected to account history, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Airspeed 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.
More head-to-head comparisons involving Airspeed and Zocks.
Airspeed: Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync. Alice Recorder: Privacy-focused iOS and web recorder that transcribes meetings and interviews in 100+ languages with AI summarization. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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