Brainote: Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials. 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 Brainote when recording and transcribing meetings or lectures into shareable notes and minutes 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.
Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Brainote is an AI-powered note-taking and study application available on the web, iOS, and Android. It captures content from multiple sources, including recorded voice memos and audio, uploaded PDFs, YouTube links, web pages, and handwritten notes via image OCR. Its core engine transcribes audio, video, and speech to text and then generates concise summaries and structured notes. For meeting and lecture scenarios, Brainote can transcribe recordings, convert meeting minutes into text, and produce organized AI meeting notes alongside study guides. Beyond transcription, it offers an AI chat assistant to clarify and refine notes, plus learning-focused tools such as automatically generated flashcards, quizzes, and spaced-repetition review. Transcripts and summaries can be exported for sharing. The product is marketed primarily toward students and learners preparing for exams, but its transcription and summarization capabilities also serve professionals capturing meetings and lectures. The free tier provides limited generation, while a Pro subscription unlocks unlimited use. No third-party meeting-platform integrations are advertised on its site.
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
Brainote 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 | Brainote | Zocks |
|---|---|---|
| Core capability | AI transcription of audio, video, and speech to text | AI note-taking with speaker attribution for client meetings |
| Standout feature | Voice memo and audio recording capture | Live meeting analysis during calls |
| Team usage | Automatic summaries, notes, and study guides from recordings | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Multi-source input: PDFs, YouTube links, web pages, and handwritten-note OCR | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI chat assistant to refine and clarify notes | AI-drafted follow-up and client response emails |
| Best-fit workflow | Flashcard and quiz generation with spaced-repetition review | Pre-meeting preparation with agendas and client profiles |
Brainote
Choose Brainote if you need recording and transcribing meetings or lectures into shareable notes and minutes — strengths include available across web, ios, and android with a permanently free tier.
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.
Brainote
Zocks
It depends on your workflow. Brainote is strong for recording and transcribing meetings or lectures into shareable notes and minutes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Brainote 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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