BB Recorder: A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team. 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 BB Recorder when regulated or privacy-sensitive teams that cannot send audio to the cloud matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
BB Recorder is a local-first meeting recorder built by the team behind BuildBetter, designed for people who want meeting capture without any data leaving their device. Rather than dropping a bot into a video call, BB Recorder captures the computer's system audio directly, links to the user's calendar, and turns rough conversation audio into clean transcripts and summaries. Its defining characteristic is that recording, transcription, summarization, and even live AI chat about the meeting can all run locally using on-device models, so there is no server holding the audio or transcripts. The company frames this as making a data breach architecturally impossible because there is no cloud store to compromise, and it points to SOC 2 and HIPAA considerations along with an AI transparency policy. BB Recorder is positioned as a genuinely free, unlimited option for Mac, with no trial tiers or required registration when using local models, and a companion iOS app extends capture to the iPhone. It is aimed at privacy-sensitive professionals, regulated teams, and anyone who wants automatic meeting notes without a visible bot or a cloud transcription pipeline. 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
BB Recorder 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 | BB Recorder | Zocks |
|---|---|---|
| Core capability | No-bot capture of system audio directly on the device | AI note-taking with speaker attribution for client meetings |
| Standout feature | Fully on-device recording, transcription, and summarization | Live meeting analysis during calls |
| Team usage | Local AI chat to ask questions about a captured meeting | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Calendar linking to associate recordings with scheduled meetings | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Available for macOS and iOS | AI-drafted follow-up and client response emails |
| Best-fit workflow | Built by the BuildBetter team with an AI transparency policy | Pre-meeting preparation with agendas and client profiles |
BB Recorder
Choose BB Recorder if you need regulated or privacy-sensitive teams that cannot send audio to the cloud — strengths include local-only processing keeps meeting audio and transcripts off external servers.
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.
BB Recorder
Zocks
It depends on your workflow. BB Recorder is strong for regulated or privacy-sensitive teams that cannot send audio to the cloud, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
BB Recorder 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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