Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Boardable when drafting compliant minutes for nonprofit board meetings from transcripts 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.
Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Boardable is a board management platform designed primarily for nonprofit, public-sector, and mission-driven organizations to handle the full board meeting lifecycle, from agenda building and document management to voting and task tracking. Its governance features center on making board meetings more effective and the resulting records more transparent. Boardable's AI tools, which are opt-in, focus on the meeting itself: AI-Generated Minutes lets users upload a VTT transcript from an external meeting on Zoom, Google Meet, or Teams and produces a draft set of minutes, eliminating much of the manual documentation work. An In-Meeting Assistant provides on-the-spot answers and recaps to fill knowledge gaps without interrupting the discussion, while AI Insights turns raw discussion into concise, actionable outputs and next steps. The platform also offers Boardable Consultant, an AI chatbot trained on nonprofit governance and board best practices that provides guidance on strategy and compliance. Boardable states its AI tools use Claude by Anthropic with a zero-retention configuration for privacy. The product is aimed at small to mid-size boards that want structured meeting preparation, documentation, and follow-up in a single secure governance system. 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
Boardable 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 | Boardable | Zocks |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | AI note-taking with speaker attribution for client meetings |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | Live meeting analysis during calls |
| Team usage | AI Insights that convert discussion into action items and next steps | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Agenda builder, document management, and task tracking | AI-drafted follow-up and client response emails |
| Best-fit workflow | Digital voting and approvals | Pre-meeting preparation with agendas and client profiles |
Boardable
Choose Boardable if you need drafting compliant minutes for nonprofit board meetings from transcripts — strengths include tailored to nonprofit and mission-driven board governance needs.
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.
Boardable
Zocks
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Boardable 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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