Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. 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 Cleft Notes when capturing post-meeting recaps and action items by voice 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.
AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Cleft Notes is an AI-powered voice-note app that captures spoken thoughts, meeting recaps, and other audio and converts them into structured, readable notes. Users record by speaking, and the app transcribes the audio and reshapes it into organized output, offering formats such as bulleted and headed notes, flowing paragraphs without bullets, or a cleaned-up verbatim transcript. It performs transcription on-device, which allows it to work offline and supports a privacy-focused approach, with encrypted cloud sync and local file storage that users control. Cleft integrates with a range of productivity tools, including Notion, Apple Notes, Obsidian, Todoist, and automation via Zapier, so notes can flow into existing workflows. The app is available across the Apple ecosystem, including iPhone, iPad, Mac, Apple Watch, and CarPlay, making it convenient to capture thoughts hands-free. While it is broadly a voice-to-notes tool, it is commonly used to capture meeting summaries and post-meeting recaps, and it is aimed at professionals and individuals who think out loud and want spoken input turned into well-formatted notes rather than raw recordings. 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
Cleft Notes 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 | Cleft Notes | Zocks |
|---|---|---|
| Core capability | On-device transcription that works offline | AI note-taking with speaker attribution for client meetings |
| Standout feature | Multiple output formats: organized, no-bullets, or verbatim | Live meeting analysis during calls |
| Team usage | Encrypted cloud sync with user-controlled local storage | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Integrations with Notion, Apple Notes, Obsidian, Todoist, and Zapier | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Available on iPhone, iPad, Mac, Apple Watch, and CarPlay | AI-drafted follow-up and client response emails |
| Best-fit workflow | Hands-free voice capture of thoughts and meeting recaps | Pre-meeting preparation with agendas and client profiles |
Cleft Notes
Choose Cleft Notes if you need capturing post-meeting recaps and action items by voice — strengths include on-device transcription enables offline use and 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.
Cleft Notes
Zocks
It depends on your workflow. Cleft Notes is strong for capturing post-meeting recaps and action items by voice, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Cleft Notes 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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