Aspect: AI interview assistant that records, transcribes, and summarizes recruiting interviews, then autofills ATS scorecards. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aspect when capturing and summarizing candidate interviews automatically 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.
AI interview assistant that records, transcribes, and summarizes recruiting interviews, then autofills ATS scorecards.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Aspect is an AI interview assistant built for recruiters and hiring teams that joins interviews on Zoom, Google Meet, and Microsoft Teams to record, transcribe, highlight, and summarize candidate conversations. Instead of taking manual notes, interviewers can stay focused on the conversation while Aspect captures everything said and generates structured AI interview notes and summaries afterward. A central feature is its scorecard autofill, which uses the captured interview data to populate candidate evaluation forms with a single click and syncs notes and summaries back into the applicant tracking system. Aspect integrates with common ATS platforms such as Greenhouse, Lever, and Teamtailor so interview records flow directly into existing hiring workflows. The platform also provides interview analytics and AI coaching feedback intended to help interview teams improve consistency and reduce subjective bias over time. By standardizing how interviews are documented and evaluated, Aspect aims to make hiring decisions faster and more data-driven. It offers a free tier for a limited number of interviews alongside paid plans for teams. 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
Aspect 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 | Aspect | Zocks |
|---|---|---|
| Core capability | Records, transcribes, highlights, and summarizes interviews across Zoom, Google Meet, and Microsoft Teams | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI-generated interview notes and candidate summaries | Live meeting analysis during calls |
| Team usage | One-click scorecard autofill from captured interview data | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | ATS integrations including Greenhouse, Lever, and Teamtailor | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Interview analytics and team performance visibility | AI-drafted follow-up and client response emails |
| Best-fit workflow | AI coaching feedback for interviewers | Pre-meeting preparation with agendas and client profiles |
Aspect
Choose Aspect if you need capturing and summarizing candidate interviews automatically — strengths include reduces manual note-taking so interviewers can focus on candidates.
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.
Aspect
Zocks
It depends on your workflow. Aspect is strong for capturing and summarizing candidate interviews automatically, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Aspect 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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