Beey: Web app for automatic transcription, subtitle creation, translation, and live transcription. 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 Beey when transcribing podcasts, interviews, and video into editable text 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.
Web app for automatic transcription, subtitle creation, translation, and live transcription.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Beey is a web-based application for automatically transcribing and subtitling audio and video content using AI. Users upload recordings or record audio directly, and Beey converts the speech into text that can be edited in a built-in editor featuring speaker separation, waveform preview, and full-text search. From the transcript, the platform creates professional captions and subtitles and can apply automatic AI translation across a range of languages. Beey also offers live transcription of streamed content as an add-on, extending its use to events and broadcasts in addition to pre-recorded files. The platform supports more than thirty languages and provides API access for teams that want to integrate transcription into their own systems. Beey is aimed at journalists, media houses, researchers, and content creators who need accurate, editable transcripts and subtitles, as well as users converting podcasts, videos, and meeting recordings into searchable text. Its combination of an editor, subtitle tools, and live transcription makes it suitable for both production and documentation workflows. 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
Beey 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 | Beey | Zocks |
|---|---|---|
| Core capability | Automatic transcription of audio and video | AI note-taking with speaker attribution for client meetings |
| Standout feature | Subtitle and caption creation with a dedicated editor | Live meeting analysis during calls |
| Team usage | Speaker separation, waveform preview, and full-text search | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automatic AI translation across many languages | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Live transcription of streamed content and API access | AI-drafted follow-up and client response emails |
| Best-fit workflow | Automatic transcription of audio and video | Pre-meeting preparation with agendas and client profiles |
Beey
Choose Beey if you need transcribing podcasts, interviews, and video into editable text — strengths include editor with speaker separation and search aids transcript cleanup.
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.
Beey
Zocks
It depends on your workflow. Beey is strong for transcribing podcasts, interviews, and video into editable text, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Beey 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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