CallFinder: CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights. 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 CallFinder when automating quality assurance and call scoring in contact centers matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CallFinder is a cloud-based speech analytics and conversation intelligence platform built for contact centers and quality assurance teams. It captures audio by integrating with a company's existing call recording provider and contact center systems, then applies AI-powered speech-to-text to produce searchable transcriptions of agent-customer interactions. Beyond transcription, the platform delivers automated agent scorecards, sentiment and emotion analysis (positive, negative, or neutral), and silence and overtalk detection to pinpoint conversation patterns and customer pain points. Custom analytics reporting helps managers identify trends, compliance risks, and coaching opportunities across large call volumes. A distinguishing element is its managed client services model, in which an assigned Speech Analyst works alongside the QA team to define goals and optimize the deployment, combining AI with human review. CallFinder integrates with most CRMs and contact center solutions, with a typical implementation taking several weeks. It is aimed at contact centers in industries such as credit unions, healthcare, collections, insurance, and education seeking to monitor and improve customer interactions.
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
CallFinder is custom pricing (contact sales); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CallFinder | Zocks |
|---|---|---|
| Core capability | AI-powered speech-to-text call transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | Searchable transcripts of agent-customer interactions | Live meeting analysis during calls |
| Team usage | Sentiment and emotion analysis | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automated agent scorecards | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Silence and overtalk detection | AI-drafted follow-up and client response emails |
| Best-fit workflow | Custom analytics and reporting | Pre-meeting preparation with agendas and client profiles |
CallFinder
Choose CallFinder if you need automating quality assurance and call scoring in contact centers — strengths include combines ai analysis with a dedicated human speech analyst.
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.
CallFinder
Zocks
It depends on your workflow. CallFinder is strong for automating quality assurance and call scoring in contact centers, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CallFinder is custom pricing 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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