Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. 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 Cockatoo when transcribing recorded meetings and interviews into searchable, structured notes 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.
AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Cockatoo is an AI transcription and note-taking service available through the web and an iOS app that converts spoken audio and video into text and structured notes. Users can record meetings and lectures directly or upload existing audio and video files in a wide range of formats, after which Cockatoo automatically generates a transcript with punctuation and capitalization, identifies speakers, and produces summaries with key takeaways and action items. Beyond transcription, the product offers voice typing, an AI chat agent for asking questions about content, full document translation across many languages, and video transcription with subtitles and captions. Transcripts and notes can be searched and exported to formats including PDF, DOCX, TXT, SRT, and audio, and the app syncs to the cloud. Cockatoo supports more than one hundred languages and is designed for individuals and professionals who need affordable, accurate transcription of recordings such as meetings, interviews, lectures, podcasts, and other spoken content. The service is operated by Cockatoo Inc. and is actively running in 2025 and 2026 at cockatoo.com. 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
Cockatoo 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 | Cockatoo | Zocks |
|---|---|---|
| Core capability | Record or upload audio and video, then transcribe to structured text | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI summaries with key takeaways and action items | Live meeting analysis during calls |
| Team usage | Automatic speaker detection and punctuation | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI chat agent and full document translation across 100+ languages | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Video transcription with subtitles and captions | AI-drafted follow-up and client response emails |
| Best-fit workflow | Export to PDF, DOCX, TXT, SRT, and audio with cloud sync | Pre-meeting preparation with agendas and client profiles |
Cockatoo
Choose Cockatoo if you need transcribing recorded meetings and interviews into searchable, structured notes — strengths include handles both live recording and bulk upload of existing audio and video files.
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.
Cockatoo
Zocks
It depends on your workflow. Cockatoo is strong for transcribing recorded meetings and interviews into searchable, structured notes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Cockatoo 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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