CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaptureMyMeeting when teams that record webex or zoom meetings and want automatic notes and action items afterward 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.
AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CaptureMyMeeting is an AI-driven meeting productivity web application that turns recorded meetings into structured notes, action items, and insights. Rather than sending a bot into the live call, it connects to your existing video conferencing accounts and works from cloud recordings: once you integrate Zoom or Webex through the CaptureMyMeeting dashboard and enable transcription or the Webex Assistant for your organization, any new meeting recorded to the cloud is automatically imported and processed when it becomes available. Users can also upload recordings manually. The platform uses GPT-based processing to produce meeting summaries, action items, and sentiment analytics that track emotional tone over the course of a conversation. It provides full transcripts, meeting highlights, transcript downloads, and full-text search across both spoken and written meeting content. Detected action items can be pushed to task managers such as Todoist and BasicOps, and processed notes can be auto-shared with participants. It is aimed at teams and organizations that already run meetings on Webex or Zoom and want post-meeting documentation and decision tracking without manual note-taking. A paid Webex or Zoom account is required. 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
CaptureMyMeeting 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 | CaptureMyMeeting | Zocks |
|---|---|---|
| Core capability | Automatic import and processing of Zoom and Webex cloud recordings | AI note-taking with speaker attribution for client meetings |
| Standout feature | GPT-generated meeting summaries and action items | Live meeting analysis during calls |
| Team usage | Sentiment analysis with time-based emotional tracking | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Full transcripts with full-text search across spoken and written content | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Action-item push to task managers such as Todoist and BasicOps | AI-drafted follow-up and client response emails |
| Best-fit workflow | Auto-sharing of processed notes with meeting participants | Pre-meeting preparation with agendas and client profiles |
CaptureMyMeeting
Choose CaptureMyMeeting if you need teams that record webex or zoom meetings and want automatic notes and action items afterward — strengths include works from existing cloud recordings, so no extra bot joins the live meeting.
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.
CaptureMyMeeting
Zocks
It depends on your workflow. CaptureMyMeeting is strong for teams that record webex or zoom meetings and want automatic notes and action items afterward, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CaptureMyMeeting 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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