Brain Dump: Voice to Markdown: An iOS/iPadOS/Mac app that records voice and transcribes it on-device into editable Markdown notes saved as plain-text files in iCloud or an Obsidian vault. 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 Brain Dump: Voice to Markdown when capturing and transcribing meeting notes hands-free into a markdown file 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.
An iOS/iPadOS/Mac app that records voice and transcribes it on-device into editable Markdown notes saved as plain-text files in iCloud or an Obsidian vault.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Brain Dump: Voice to Markdown is a voice-first note-taking app for iPhone, iPad, and Mac that captures spoken thoughts and transcribes them into editable text. Transcription runs on-device using Apple's speech engine, so it works offline and audio never leaves the device. Each note is stored as a standard plain-text or Markdown (.md) file synced through iCloud, which lets it work with Obsidian, iA Writer, and other text editors rather than locking notes inside a proprietary cloud. The app supports background recording, silence detection, and Siri shortcuts for hands-free capture, and it can transcribe Apple Voice Memos or other local audio and video files. An optional paid AI tier adds cleanup, summaries, and action-item extraction, plus template-based rewriting. Core recording, transcription, editing, iCloud sync, Siri, and offline mode are free. It is aimed at journalers, Obsidian users, and people capturing meeting notes, ideas, or quick thoughts when speaking is faster than typing. Developed by Saravanan Pitchaimani; listed in the App Store Productivity category.
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
Brain Dump: Voice to Markdown 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 | Brain Dump: Voice to Markdown | Zocks |
|---|---|---|
| Core capability | On-device voice transcription that works offline (audio stays on the device) | AI note-taking with speaker attribution for client meetings |
| Standout feature | Notes saved as plain-text/Markdown files synced via iCloud | Live meeting analysis during calls |
| Team usage | Works with Obsidian, iA Writer, and other text editors | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Background recording, silence detection, and Siri shortcuts | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Can transcribe Apple Voice Memos and other local audio/video files | AI-drafted follow-up and client response emails |
| Best-fit workflow | Optional AI cleanup, summaries, and action-item extraction | Pre-meeting preparation with agendas and client profiles |
Brain Dump: Voice to Markdown
Choose Brain Dump: Voice to Markdown if you need capturing and transcribing meeting notes hands-free into a markdown file — strengths include privacy-focused: transcription happens on-device and notes are stored as files you own.
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.
Brain Dump: Voice to Markdown
Zocks
It depends on your workflow. Brain Dump: Voice to Markdown is strong for capturing and transcribing meeting notes hands-free into a markdown file, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Brain Dump: Voice to Markdown 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Brain Dump: Voice to Markdown and Zocks.
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