AutoMemo: Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AutoMemo when capturing and transcribing in-person business meetings matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AutoMemo (オートメモ) is a transcription AI developed, sold, and supported by Sourcenext Corporation in Japan. It is built around a multi-surface approach: users can capture audio through a web browser app, a dedicated smartphone app, or standalone hardware voice recorders (the AutoMemo S and AutoMemo R devices), and the captured audio is automatically converted to text. The service uses a Whisper-based speech recognition engine, automatically inserts punctuation, removes filler words such as Japanese hesitation sounds, and recognizes speakers so that transcription results are divided into speaker blocks. On top of the transcript, AutoMemo can automatically generate summaries and extract to-do items and deadlines, and it has added features such as AI-generated titles for recordings. Audio and transcripts are saved to the cloud for later editing, searching, and sharing. AutoMemo positions itself for business meetings, interviews, and lecture capture in Japanese-language workflows, and offers a limited free transcription allowance with paid plans for higher usage. It remains actively developed and marketed in 2025/2026. 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
AutoMemo 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 | AutoMemo | Zocks |
|---|---|---|
| Core capability | Records via web app, smartphone app, or dedicated voice recorder hardware | AI note-taking with speaker attribution for client meetings |
| Standout feature | Whisper-based speech-to-text with automatic punctuation | Live meeting analysis during calls |
| Team usage | Speaker recognition that splits transcripts into per-speaker blocks | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI summaries with to-do and deadline extraction | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automatic filler-word removal | AI-drafted follow-up and client response emails |
| Best-fit workflow | Cloud storage with editing, search, and sharing | Pre-meeting preparation with agendas and client profiles |
AutoMemo
Choose AutoMemo if you need capturing and transcribing in-person business meetings — strengths include multiple capture options including standalone hardware recorders.
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.
AutoMemo
Zocks
It depends on your workflow. AutoMemo is strong for capturing and transcribing in-person business meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AutoMemo 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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