CallMiner: CallMiner is an enterprise conversation intelligence platform that transcribes and analyzes voice and digital customer interactions for sentiment, intent, and compliance. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CallMiner when contact centers monitoring agent performance and automating quality scoring and coaching 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.
CallMiner is an enterprise conversation intelligence platform that transcribes and analyzes voice and digital customer interactions for sentiment, intent, and compliance.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CallMiner is an enterprise speech and conversation analytics platform, built around its Eureka product, that captures and analyzes customer interactions across voice and digital channels. It records and transcribes calls into text, then applies acoustic and linguistic AI to surface sentiment, emotion, intent, and behavioral signals — quantifying frustration, effort, satisfaction, and confidence rather than sampling a fraction of conversations. Designed for contact centers and large enterprises, it spans modules for analysis, automated agent scoring and coaching, real-time guidance during live calls, automated redaction of sensitive data, multilingual translation, and interactive dashboards. CallMiner ingests voice, chat, email, surveys, social media, and screen recordings, applying scoring models to isolate compliance risks, fraud, quality issues, and sales outcomes. It also includes generative and agentic AI features such as automatic category creation, contact summarization, and natural-language discovery. The platform is used across healthcare, finance, retail, insurance, and BPO sectors, and was named a leader in The Forrester Wave: Conversation Intelligence Solutions for Contact Centers, Q2 2025.
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
CallMiner 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 | CallMiner | Zocks |
|---|---|---|
| Core capability | Automatic transcription of voice and digital interactions across multiple languages | AI note-taking with speaker attribution for client meetings |
| Standout feature | Acoustic and linguistic sentiment and emotion analysis (frustration, satisfaction, effort) | Live meeting analysis during calls |
| Team usage | Real-time agent guidance and alerts during live calls plus post-call analysis | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automated redaction of sensitive numeric data for compliance and security | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automated scoring and quality management for compliance, performance, and sales | AI-drafted follow-up and client response emails |
| Best-fit workflow | Omnichannel coverage: voice, chat, email, surveys, social, and screen recordings | Pre-meeting preparation with agendas and client profiles |
CallMiner
Choose CallMiner if you need contact centers monitoring agent performance and automating quality scoring and coaching — strengths include analyzes 100% of interactions rather than a sampled subset, reducing blind spots.
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.
CallMiner
Zocks
It depends on your workflow. CallMiner is strong for contact centers monitoring agent performance and automating quality scoring and coaching, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CallMiner 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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