Berrycast: A screen recorder and AI meeting notes tool with a Chrome extension and desktop app that records, transcribes, and summarizes calls. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Berrycast when recording and summarizing zoom, google meet, or microsoft teams meetings 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.
A screen recorder and AI meeting notes tool with a Chrome extension and desktop app that records, transcribes, and summarizes calls.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Berrycast is a screen-recording and video-messaging tool that also functions as an AI meeting notes assistant. Users install a browser extension (for Chromium-based browsers and Safari) or a desktop application, then choose a recording mode such as screen plus camera or camera only. Recordings are uploaded to the cloud where Berrycast automatically generates a transcript, detecting more than 60 languages, and its AIWriter feature can produce meeting notes in several formats including key points, bullet summaries, action items, and paragraph-style recaps. Berrycast is designed to work alongside video meetings on platforms like Zoom, Google Meet, and Microsoft Teams, and it records without adding a separate meeting bot. Beyond meeting capture, it supports video trimming, custom thumbnails, HD downloads, transcript downloads, sharing via direct links or email, embedding on websites, and viewer engagement tracking with comments. It is built by Les Technologies Openmind Inc. of Quebec, Canada, and is aimed at individuals and teams who want to record, document, and share meetings and screen-based videos. 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
Berrycast 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 | Berrycast | Zocks |
|---|---|---|
| Core capability | Chrome/Chromium and Safari browser extension plus desktop application | AI note-taking with speaker attribution for client meetings |
| Standout feature | Screen-plus-camera or camera-only recording modes | Live meeting analysis during calls |
| Team usage | Automatic transcription with detection of 60+ languages | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AIWriter for summaries, key points, and action items | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Video trimming, custom thumbnails, and HD downloads | AI-drafted follow-up and client response emails |
| Best-fit workflow | Sharing via direct link, email, or website embed with view tracking and comments | Pre-meeting preparation with agendas and client profiles |
Berrycast
Choose Berrycast if you need recording and summarizing zoom, google meet, or microsoft teams meetings — strengths include combines screen recording, transcription, and ai summaries in one tool.
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.
Berrycast
Zocks
It depends on your workflow. Berrycast is strong for recording and summarizing zoom, google meet, or microsoft teams meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Berrycast 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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