Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. 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 Aurelius when organizing and tagging interview transcripts and notes 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.
Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Aurelius is a research repository and insights platform designed for UX researchers, designers, and product teams to manage qualitative research data end to end. It sits between a note-taking tool and a full research repository: teams bring in raw data such as interview notes and transcripts, organize and tag it, and the tool surfaces patterns and helps create reusable insights over time. Core capabilities include centralized storage for research data, note organization, data tagging, theme and pattern identification, and report generation, so findings can be referenced long after a study concludes. Aurelius is built with larger research organizations in mind, supporting consistent taxonomy across projects and keeping insights discoverable as repositories grow, while also enabling multi-team collaboration and research history and archival features. Researchers describe it as a low-effort way to tag and create insights they can reference in later product discussions. The platform positions itself as an alternative to fragmented approaches that rely on spreadsheets, Confluence, or Airtable for storing research. By centralizing qualitative data and making it searchable and well-organized, Aurelius aims to ensure that interview insights remain accessible and actionable across an organization. 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
Aurelius 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 | Aurelius | Zocks |
|---|---|---|
| Core capability | Centralized repository for interview notes and transcripts | AI note-taking with speaker attribution for client meetings |
| Standout feature | Data tagging and note organization | Live meeting analysis during calls |
| Team usage | Theme and pattern identification across research | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Insight creation and report generation | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Consistent taxonomy across projects for large repositories | AI-drafted follow-up and client response emails |
| Best-fit workflow | Multi-team collaboration with research history and archival | Pre-meeting preparation with agendas and client profiles |
Aurelius
Choose Aurelius if you need organizing and tagging interview transcripts and notes — strengths include keeps interview insights discoverable and reusable over time.
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.
Aurelius
Zocks
It depends on your workflow. Aurelius is strong for organizing and tagging interview transcripts and notes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Aurelius 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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