BetterDictation: A macOS speech-to-text app that uses on-device Whisper to turn spoken words into typed text in any application. 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 BetterDictation when dictating emails, documents, and notes hands-free across mac apps 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 macOS speech-to-text app that uses on-device Whisper to turn spoken words into typed text in any application.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
BetterDictation is a system-wide dictation tool for macOS that converts speech into typed text inside any application. Users trigger it with a keyboard shortcut (Option+Space) and can choose push-to-talk or toggle-to-talk modes; the transcribed text is then inserted directly where the cursor sits. It runs OpenAI's Whisper model locally on Apple's Neural Engine, so basic transcription works fully offline and, per the vendor, no audio recordings or transcripts are stored. It supports 100+ languages and applies automatic punctuation. The app requires Apple Silicon (M1 or newer); Intel Macs are not supported. An optional Pro add-on adds stammer correction, automatic formatting, and post-processing of dictations. It is aimed at people who write or capture text frequently, such as founders, engineers, and writers, who want to dictate emails, documents, notes, and messages rather than type them. Because it works across all apps, it can be used to capture spoken notes alongside meetings, though it is a general dictation utility rather than a dedicated meeting-recording assistant.
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
BetterDictation is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | BetterDictation | Zocks |
|---|---|---|
| Core capability | System-wide dictation that inserts text into any macOS application | AI note-taking with speaker attribution for client meetings |
| Standout feature | On-device transcription using OpenAI's Whisper on Apple's Neural Engine | Live meeting analysis during calls |
| Team usage | Offline operation for basic dictation with no cloud round-trips | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Support for 100+ languages with automatic punctuation | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Push-to-talk and toggle-to-talk recording modes | AI-drafted follow-up and client response emails |
| Best-fit workflow | Optional Pro post-processing: stammer correction and automatic formatting | Pre-meeting preparation with agendas and client profiles |
BetterDictation
Choose BetterDictation if you need dictating emails, documents, and notes hands-free across mac apps — strengths include runs locally on-device for privacy; vendor states no audio or transcripts are stored.
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.
BetterDictation
Zocks
It depends on your workflow. BetterDictation is strong for dictating emails, documents, and notes hands-free across mac apps, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
BetterDictation 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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