AudioNotes: AI note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AudioNotes when recording and summarizing meetings into minutes and action items 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 note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AudioNotes is an AI note-taking app that converts voice memos, audio and video files, text, and other inputs into organized, structured notes. Its workflow centers on capturing content (recording a voice note or live meeting, uploading audio or video, adding text, performing OCR on images, or pasting a YouTube link), transcribing it across many languages, and then generating AI summaries that highlight key ideas and action items. For meetings specifically, AudioNotes can record a live session on web or mobile, or process an uploaded recording afterward, and automatically produce meeting minutes, key decisions, and action items. It includes a chat feature that lets users ask questions about their notes and a library of ready-made templates plus custom prompts so output can be tailored to scenarios like meeting minutes, lecture notes, brainstorming, or journaling. The app is available on iOS, Android, web, and Mac. AudioNotes serves a broad audience including professionals capturing meetings, students taking lecture notes, medical and legal professionals documenting conversations, content creators, and people who prefer speaking their thoughts and want them turned into clean text. 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
AudioNotes 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 | AudioNotes | Zocks |
|---|---|---|
| Core capability | Records voice notes and live meetings, or processes uploaded audio/video | AI note-taking with speaker attribution for client meetings |
| Standout feature | Multi-language transcription with AI summaries and action items | Live meeting analysis during calls |
| Team usage | Multiple input types including text, image OCR, and YouTube links | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Chat with your notes to ask questions and retrieve details | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Library of templates plus custom prompts for tailored output | AI-drafted follow-up and client response emails |
| Best-fit workflow | Available on iOS, Android, web, and Mac | Pre-meeting preparation with agendas and client profiles |
AudioNotes
Choose AudioNotes if you need recording and summarizing meetings into minutes and action items — strengths include handles many input types beyond just meetings, including memos and files.
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.
AudioNotes
Zocks
It depends on your workflow. AudioNotes is strong for recording and summarizing meetings into minutes and action items, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AudioNotes 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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