Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. 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 Coconote when students turning lectures and conference talks into notes, flashcards, and quizzes 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 note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Coconote is an AI note-taking app from Quizlet, Inc. that automatically generates organized notes, full transcripts, and study materials from a wide range of inputs. It accepts lectures, meetings, documents, PDFs, videos, web links, and audio files, and the app states it produces detailed, organized notes from any lecture, meeting, or document, so users with a backlog of recorded meetings or training videos can upload files and receive a structured summary and transcript in return. Alongside transcription and summarization, Coconote includes an AI chat feature that answers questions using the captured content, plus flashcard and quiz generation, study games, and the ability to convert notes into an AI-narrated podcast conversation. It supports more than 100 languages and syncs across iPhone, iPad, Apple Watch, Mac, Android, and the web so notes are available on any device. The product is geared toward students and professionals and highlights benefits for people with ADHD or auditory-processing challenges, while positioning itself as a legitimate learning aid rather than a way to bypass academic honor codes. Coconote is free to download and use to get started, with an Unlimited Pass subscription that adds unlimited notes, priority support, and additional features. The app is actively operating. 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
Coconote 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 | Coconote | Zocks |
|---|---|---|
| Core capability | Generates organized notes and full transcripts from audio and video | AI note-taking with speaker attribution for client meetings |
| Standout feature | Accepts lectures, meetings, documents, PDFs, videos, links, and audio | Live meeting analysis during calls |
| Team usage | AI chat that answers questions from captured content | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Flashcard and quiz generation plus study games | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Converts notes into an AI-narrated podcast conversation | AI-drafted follow-up and client response emails |
| Best-fit workflow | Support for 100+ languages | Pre-meeting preparation with agendas and client profiles |
Coconote
Choose Coconote if you need students turning lectures and conference talks into notes, flashcards, and quizzes — strengths include versatile input handling (lectures, meetings, documents, videos, links, audio).
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.
Coconote
Zocks
It depends on your workflow. Coconote is strong for students turning lectures and conference talks into notes, flashcards, and quizzes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Coconote 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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