Attention: AI conversation intelligence platform that records and transcribes sales calls, scores them against frameworks, and automates CRM updates and follow-ups. 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 Attention when sales managers coaching reps with consistent call scorecards 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 conversation intelligence platform that records and transcribes sales calls, scores them against frameworks, and automates CRM updates and follow-ups.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Attention is an AI-native conversation intelligence platform for revenue teams that records, transcribes and analyzes sales calls to automate post-call work and coaching. It captures meetings across video conferencing tools such as Zoom, Google Meet and Microsoft Teams and transcribes conversations in many languages, then uses AI to generate summaries, insights and coaching feedback. A distinguishing capability is automated scorecards: Attention evaluates rep performance against established sales methodologies such as MEDDIC and BANT, giving managers a consistent, AI-generated assessment of each call rather than relying on manual review. The platform also includes AI sales agents that automate follow-up emails, CRM updates and next-step workflows, with a CRM auto-update feature that populates systems from call data to reduce manual entry. Attention integrates with a large ecosystem of tools, including Salesforce, HubSpot, Gmail, Outlook, Slack and Zapier, so call insights and tasks can flow into existing sales processes. It is aimed at revenue teams, sales leaders, individual reps and customer success departments that want to cut administrative work, improve coaching consistency and keep deals from slipping due to missed follow-ups. 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
Attention 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 | Attention | Zocks |
|---|---|---|
| Core capability | Records and transcribes calls across Zoom, Google Meet and Microsoft Teams | AI note-taking with speaker attribution for client meetings |
| Standout feature | Transcription in 100+ languages | Live meeting analysis during calls |
| Team usage | Automated coaching scorecards against MEDDIC, BANT and similar frameworks | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI sales agents for follow-ups and next-step automation | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM auto-update to reduce manual data entry | AI-drafted follow-up and client response emails |
| Best-fit workflow | Integrations with Salesforce, HubSpot, Gmail, Outlook, Slack and Zapier | Pre-meeting preparation with agendas and client profiles |
Attention
Choose Attention if you need sales managers coaching reps with consistent call scorecards — strengths include methodology-based scorecards bring consistency to call coaching.
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.
Attention
Zocks
It depends on your workflow. Attention is strong for sales managers coaching reps with consistent call scorecards, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Attention 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.
More head-to-head comparisons involving Attention and Zocks.
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