Amber Notes: EU-focused AI meeting notetaker by Dutch company Amberscript, with EU-only data hosting, multilingual transcription and an Ask Amber chat. 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 Amber Notes when capturing and summarizing meetings for european teams with strict data-residency needs 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.
EU-focused AI meeting notetaker by Dutch company Amberscript, with EU-only data hosting, multilingual transcription and an Ask Amber chat.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Amber Notes is an AI meeting notetaker built for Europe by Amberscript, a Dutch transcription company based in the Netherlands. It is offered as a distinct meeting-focused product (at ambernotes.eu and notes.amberscript.com) with web access and mobile apps for iOS and Android. Amber Notes records, transcribes and summarizes meetings automatically across a wide range of European languages and dialects, with speaker identification that works across multiple participants. It produces intelligent summaries (including via custom prompts), extracts action items automatically, and offers an Ask Amber chat that lets users query their meeting history in natural language. The product supports both bot-based capture for virtual meetings on Zoom, Microsoft Teams and Google Meet and a mobile app for recording in-person meetings on the go, with summaries reviewable from a phone and synced to the desktop workspace. Its core privacy proposition is that all meeting data stays on EU servers and never leaves the European Union; the company states it does not use meeting content to train AI models and that the platform is ISO 27001 and ISO 9001 certified and aligned with GDPR. Amber Notes is actively operating in 2025/2026 with current mobile app listings and a live pricing page. 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
Amber Notes 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 | Amber Notes | Zocks |
|---|---|---|
| Core capability | Automatic recording, transcription and summarization of meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Speaker identification across multiple participants | Live meeting analysis during calls |
| Team usage | Action-item extraction and custom-prompt summaries | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Ask Amber natural-language chat over meeting history | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Bot capture for Zoom, Microsoft Teams and Google Meet plus a mobile app for in-person meetings | AI-drafted follow-up and client response emails |
| Best-fit workflow | Support for a broad range of European languages and dialects | Pre-meeting preparation with agendas and client profiles |
Amber Notes
Choose Amber Notes if you need capturing and summarizing meetings for european teams with strict data-residency needs — strengths include strong eu data-residency stance with meeting data kept on eu servers.
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.
Amber Notes
Zocks
It depends on your workflow. Amber Notes is strong for capturing and summarizing meetings for european teams with strict data-residency needs, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Amber Notes 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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