Bubbles: Async video and AI meeting notes 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 Bubbles when teams replacing status meetings with async video 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.
Async video and AI meeting notes with action items
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. 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
Bubbles 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 | Bubbles | Zocks |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI-generated summaries and action item extraction | Live meeting analysis during calls |
| Team usage | Async screen and video recording for replacing live meetings | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Threaded video and text replies on recordings | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Calendar integration with note and recording organization | AI-drafted follow-up and client response emails |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Pre-meeting preparation with agendas and client profiles |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
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.
Bubbles
Zocks
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Bubbles 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.
More head-to-head comparisons involving Bubbles and Zocks.
Bubbles: Async video and AI meeting notes with action items BuildBetter: A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Buzz: Popular open-source desktop app that transcribes and translates audio offline on your own computer using OpenAI's Whisper. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Bubbles: Async video and AI meeting notes with action items CLOVA Note: South Korean AI meeting-minutes service by Naver that records meetings, transcribes speech, separates speakers, and generates summaries and action items. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. This comparison weighs them on pricing, features, and everyday workflow fit.
Bubbles: Async video and AI meeting notes with action items Callabo: Korean AI meeting-notes service from Return Zero that records, transcribes, summarizes, and analyzes meetings for individuals and teams. The right pick comes down to team size, budget, and the workflows you want to automate.
Bubbles: Async video and AI meeting notes with action items Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
Bubbles: Async video and AI meeting notes with action items CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. This comparison weighs them on pricing, features, and everyday workflow fit.
Bubbles: Async video and AI meeting notes with action items Carv: AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items Celeste AI: Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Choppity: AI video and audio platform that transcribes recordings, generates styled captions, and turns long-form content into short clips. Below, they line up on price, capture method, and how each fits a real meeting stack.