Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. 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 Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. 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
Bliro 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 | Bliro | Zocks |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Does not store audio or video recordings | Live meeting analysis during calls |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Customizable AI summaries and automated follow-up drafts | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | AI-drafted follow-up and client response emails |
| Best-fit workflow | EU-based data processing with a GDPR focus | Pre-meeting preparation with agendas and client profiles |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
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.
Bliro
Zocks
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Bliro 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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