Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Castmagic when transcribing podcast episodes and generating show notes and summaries 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 content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Castmagic is an AI-powered content platform that transforms recorded audio and video into transcripts and a range of derived content. After a file is uploaded or imported, Castmagic transcribes it with speaker diarization and then automatically generates summaries, show notes, timestamps, titles, social media posts, newsletters, and other assets from the same recording. The platform integrates with sources including YouTube, Apple Podcasts, Google Drive, and Zoom, so recorded meetings and interviews can flow directly into a workspace for processing alongside podcast episodes. Castmagic includes semantic search across a media library, brand-voice customization, reusable templates, and commenting and approval workflows aimed at teams and agencies that manage content for multiple brands. While its marketing centers on podcasters and creators, the transcription, speaker labeling, and summary features make it applicable to meeting and interview recordings as well. It is intended for content teams, marketing agencies, podcasters, coaches, and sales organizations that want to convert recorded conversations into transcripts and repurposed written content rather than only a raw transcript. 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
Castmagic 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 | Castmagic | Zocks |
|---|---|---|
| Core capability | Transcription of audio and video with speaker diarization | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic generation of summaries, show notes, titles, and timestamps | Live meeting analysis during calls |
| Team usage | Repurposing of recordings into social posts, newsletters, and blog content | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Direct import from sources including YouTube, Google Drive, and Zoom | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Semantic search across a media library of past recordings | AI-drafted follow-up and client response emails |
| Best-fit workflow | Multi-brand workspaces with templates and approval workflows for teams | Pre-meeting preparation with agendas and client profiles |
Castmagic
Choose Castmagic if you need transcribing podcast episodes and generating show notes and summaries — strengths include goes beyond transcription to produce ready-to-use written content from recordings.
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.
Castmagic
Zocks
It depends on your workflow. Castmagic is strong for transcribing podcast episodes and generating show notes and summaries, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Castmagic 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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