CLOVA Note: South Korean AI meeting-minutes service by Naver that records meetings, transcribes speech, separates speakers, and generates summaries and action items. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CLOVA Note when korean-language teams generating automatic meeting minutes matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
South Korean AI meeting-minutes service by Naver that records meetings, transcribes speech, separates speakers, and generates summaries and action items.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CLOVA Note is an AI-powered meeting-minutes and voice-transcription service from Naver Corporation, one of South Korea's largest internet companies. First introduced in 2020 and officially launched as CLOVA Note, it lets users record meetings directly on a PC or mobile device, or upload recordings, and then automatically converts the speech to text using Naver's own voice-recognition technology. It applies speaker diarization to distinguish between different participants and uses natural-language processing, including Naver's HyperCLOVA model, to produce summaries, surface meeting topics, suggest next steps, and highlight key points paragraph by paragraph. CLOVA Note supports multiple languages including Korean, English, Japanese, Simplified Chinese, and Traditional Chinese, as well as a multilingual recognition model for mixed-language meetings. It works across smartphones, tablets, and PCs with notes synced across devices, and lets organizations register industry-specific terminology and company names to improve recognition accuracy. It is particularly popular in South Korea and across Asia. CLOVA Note is best for individuals and teams in the region who need accurate Korean-language meeting transcription and AI-generated minutes. 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
CLOVA Note 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 | CLOVA Note | Zocks |
|---|---|---|
| Core capability | Direct meeting recording on PC and mobile | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic speech-to-text transcription | Live meeting analysis during calls |
| Team usage | Speaker diarization to distinguish participants | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI summaries, topics, and next-step suggestions | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Multilingual support (Korean, English, Japanese, Chinese) | AI-drafted follow-up and client response emails |
| Best-fit workflow | Custom vocabulary registration for industry terms | Pre-meeting preparation with agendas and client profiles |
CLOVA Note
Choose CLOVA Note if you need korean-language teams generating automatic meeting minutes — strengths include strong korean-language recognition from a major regional provider.
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.
CLOVA Note
Zocks
It depends on your workflow. CLOVA Note is strong for korean-language teams generating automatic meeting minutes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CLOVA Note 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.
More head-to-head comparisons involving CLOVA Note and Zocks.
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