CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. 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 CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
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
CleverX 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 | CleverX | Zocks |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | AI note-taking with speaker attribution for client meetings |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Live meeting analysis during calls |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Participant recruitment from a large pool of verified professionals | AI-drafted follow-up and client response emails |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Pre-meeting preparation with agendas and client profiles |
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
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.
CleverX
Zocks
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CleverX 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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