Ava: AI live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings. 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 Ava when real-time captioning for deaf and hard-of-hearing participants 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 live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Ava is a live captioning and transcription service built primarily for deaf and hard-of-hearing users, as well as for organizations that need accessible meetings and conversations. The app captures audio from in-person conversations and from video conferencing tools, then generates real-time captions on a phone, computer, or in the meeting interface. Ava combines automatic speech recognition with an optional professional scribe service for higher-accuracy, ADA-compliant captioning, giving users a choice between fast AI captions and human-assisted transcription. Features include color-coded speaker identification so users can follow who said what, support for many languages, and stored transcripts and summaries after a conversation ends. Through its Ava Connect integration, the service connects with Zoom, Google Meet, and Microsoft Teams, and it is available across mobile (iOS and Android), web, and desktop (Windows and Mac). Ava is aimed at individuals who need accessibility support in daily conversations and meetings, as well as at educational institutions, healthcare providers, corporations, and event venues that must provide compliant real-time captioning without committing to a traditional CART contract. 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
Ava 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 | Ava | Zocks |
|---|---|---|
| Core capability | Integration with Zoom, Google Meet, and Microsoft Teams | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time live captions for in-person and online conversations | Live meeting analysis during calls |
| Team usage | Color-coded speaker identification | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Optional professional scribe service for higher accuracy | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Mobile, web, and desktop apps | AI-drafted follow-up and client response emails |
| Best-fit workflow | Saved transcripts and conversation summaries | Pre-meeting preparation with agendas and client profiles |
Ava
Choose Ava if you need real-time captioning for deaf and hard-of-hearing participants — strengths include strong accessibility focus for deaf and hard-of-hearing users.
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.
Ava
Zocks
It depends on your workflow. Ava is strong for real-time captioning for deaf and hard-of-hearing participants, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Ava 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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