CFAI: CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CFAI when capturing private meeting notes and summaries without a recording bot joining the call 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.
CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CFAI (Cognitive Flow AI) is a Windows desktop application that acts as a privacy-focused AI meeting and call note taker. Instead of sending a bot into the call, it captures both microphone and system audio at the operating-system level, so no "recording started" notification appears and the tool works across Zoom, Teams, Google Meet, Discord, and any other call. Transcription runs locally on the device using Faster Whisper, with support for many languages, and CFAI states that the audio never leaves the user's computer. From the live transcript it produces speaker-labeled notes, AI summaries, and action items, and it can build a real-time "Cognitive Map" that visualizes the conversation's topics. Summaries can be generated by Claude in the cloud, or users can keep everything offline by connecting a local LLM through Ollama, LM Studio, or Jan.ai. It is aimed at professionals, educators, recruiters, and others who want meeting notes without bots or cloud audio uploads. CFAI is distributed via the Microsoft Store with a free trial and credit-based subscription tiers.
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
CFAI 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 | CFAI | Zocks |
|---|---|---|
| Core capability | Local on-device transcription using Faster Whisper, so audio never leaves the computer | AI note-taking with speaker attribution for client meetings |
| Standout feature | Bot-free capture of microphone and system audio at the OS level (no 'recording started' notice) | Live meeting analysis during calls |
| Team usage | Speaker diarization with automatic speaker labels in transcripts | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI summaries and action items, generated by Claude or a local LLM | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Real-time 'Cognitive Map' that visualizes conversation topics and flow | AI-drafted follow-up and client response emails |
| Best-fit workflow | Works across any call platform including Zoom, Teams, Google Meet, and Discord | Pre-meeting preparation with agendas and client profiles |
CFAI
Choose CFAI if you need capturing private meeting notes and summaries without a recording bot joining the call — strengths include local faster whisper transcription keeps meeting audio on-device for strong privacy.
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.
CFAI
Zocks
It depends on your workflow. CFAI is strong for capturing private meeting notes and summaries without a recording bot joining the call, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CFAI 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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