AmpUp: AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios. 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 AmpUp when sales orgs wanting coaching on every call instead of a small reviewed sample 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.
AI sales coaching platform with a native notetaker that records and transcribes calls, then delivers prep briefs, debriefs, and practice scenarios.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AmpUp is an AI sales coaching and conversation intelligence platform for revenue teams that aims to coach on every call rather than a small sample. Its native notetaker joins meetings automatically across dialer, video, and phone, producing clean structured transcripts, and it can also ingest conversation data from existing platforms such as Gong, Chorus, Fireflies, Fathom, and Granola. The platform organizes coaching around several components: Sales Brain analyzes interaction patterns to identify winning behaviors versus performance gaps; Atlas delivers meeting-prep briefs before calls and coaching debriefs immediately after; Skill Lab generates practice scenarios based on real objections from the current pipeline; and the Notetaker feeds call data back into the coaching loop. AmpUp targets sales coaching at scale, deal execution and pipeline progression, rep onboarding and ramp acceleration, knowledge transfer across teams, and meeting prep with post-call analysis. Because it can sit on top of an existing conversation-intelligence stack or capture calls directly, it can serve as a dedicated coaching layer for teams that already record calls elsewhere. AmpUp is a live, operating product in 2025/2026 and is positioned as a sales/meeting tool rather than a contact-center QA system. 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
AmpUp 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 | AmpUp | Zocks |
|---|---|---|
| Core capability | Native notetaker that auto-joins meetings across dialer, video, and phone | AI note-taking with speaker attribution for client meetings |
| Standout feature | Ingestion of conversation data from Gong, Chorus, Fireflies, Fathom, and Granola | Live meeting analysis during calls |
| Team usage | Clean structured transcripts of every call | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Sales Brain analysis of winning behaviors versus performance gaps | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Atlas pre-call prep briefs and immediate post-call coaching debriefs | AI-drafted follow-up and client response emails |
| Best-fit workflow | Skill Lab practice scenarios generated from real pipeline objections | Pre-meeting preparation with agendas and client profiles |
AmpUp
Choose AmpUp if you need sales orgs wanting coaching on every call instead of a small reviewed sample — strengths include coaching layer that can sit on top of an existing conversation-intelligence stack or capture calls directly.
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.
AmpUp
Zocks
It depends on your workflow. AmpUp is strong for sales orgs wanting coaching on every call instead of a small reviewed sample, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AmpUp 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.
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