Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bold when capturing in-person meetings without sending a meeting bot 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.
Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Bold (Bold: AI Meeting Note Taker) is an AI meeting assistant from Bold App Studios that records conversations directly on the user's device and then automatically transcribes and summarizes them rather than sending a bot into the call. It offers one-tap recording with real-time transcription, can capture audio in the background whether the screen is on or off, and supports uploading existing audio files for transcription. The app performs speaker detection and diarization across multiple participants, and its AI writes concise summaries that surface action items, decisions, and key insights. Notes are searchable and can be filtered by date, speaker, topic, or keyword, and recordings include replay with smart navigation. Bold supports shareable web links and integrations including Google Meet calendar connection, Notion, Slack, email, and PDF export, with customizable templates for organizing notes. The vendor states the app supports several languages including English, Spanish, French, German, Italian, Portuguese, and Japanese, and offers end-to-end encryption and privacy controls. Bold is available across iPhone, iPad, Mac, and Apple Vision Pro, with a free tier plus premium subscription options, and is actively maintained in 2025/2026. 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
Bold 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 | Bold | Zocks |
|---|---|---|
| Core capability | One-tap on-device recording with real-time transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | Speaker detection and diarization for multiple participants | Live meeting analysis during calls |
| Team usage | AI summaries highlighting action items and decisions | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Background recording with screen on or off, plus audio-file upload | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Searchable, filterable notes with shareable web links | AI-drafted follow-up and client response emails |
| Best-fit workflow | Integrations with Google Meet, Notion, Slack, email, and PDF export | Pre-meeting preparation with agendas and client profiles |
Bold
Choose Bold if you need capturing in-person meetings without sending a meeting bot — strengths include bot-free, on-device capture for in-person and virtual meetings.
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.
Bold
Zocks
It depends on your workflow. Bold is strong for capturing in-person meetings without sending a meeting bot, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Bold 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Bold and Zocks.
Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Boostlingo: Language access platform whose AI Pro engine delivers live AI captioning, translation, and transcription for meetings, webinars, and events. The right pick comes down to team size, budget, and the workflows you want to automate.
Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. BriefMe: Italian mobile app that records conversations, transcribes them automatically, and generates AI summaries with key points, decisions, and action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
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