BuildBetter: A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration. 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 BuildBetter when product teams aggregating customer-call insights into jira, linear, or notion 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.
A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
BuildBetter offers BB Recorder, a no-bot meeting recorder that captures meetings by recording system audio directly on the device rather than sending a bot into the call. On macOS it can run as a menu-bar (notch-style) recorder, a floating overlay, or a full-window app, and it includes smart auto-detection that begins recording when it detects a call. Recording, transcription, summarization, and even a live AI assistant for asking questions during a call can run locally using on-device models, so notes and transcripts can stay on the user's machine. Users can optionally upload recordings to BuildBetter's cloud for enhanced transcripts with speaker diarization, AI-powered summaries, and team collaboration. The broader BuildBetter platform is oriented toward product teams and customer-facing roles, helping aggregate insights across many calls and route them into tools such as Jira, Linear, and Notion. BB Recorder is available on macOS as well as iOS and Android. It is aimed at product, sales, customer success, and support teams that want privacy-conscious local capture with the option to escalate to cloud-based team features. 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
BuildBetter 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 | BuildBetter | Zocks |
|---|---|---|
| Core capability | No-bot recording that captures system audio locally | AI note-taking with speaker attribution for client meetings |
| Standout feature | macOS recorder with menu-bar, floating overlay, and full-window modes | Live meeting analysis during calls |
| Team usage | Smart auto-detection that starts recording when a call is detected | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Local transcription, summarization, and a live AI assistant | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Optional cloud upload for speaker diarization and team collaboration | AI-drafted follow-up and client response emails |
| Best-fit workflow | Routes insights into tools like Jira, Linear, and Notion | Pre-meeting preparation with agendas and client profiles |
BuildBetter
Choose BuildBetter if you need product teams aggregating customer-call insights into jira, linear, or notion — strengths include local processing keeps recordings and notes on the device by default.
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.
BuildBetter
Zocks
It depends on your workflow. BuildBetter is strong for product teams aggregating customer-call insights into jira, linear, or notion, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
BuildBetter 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.
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