Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cogram when construction and engineering firms automating project 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.
AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Cogram is an AI platform built for the architecture, engineering and construction (AEC) industry, with automated meeting minutes as one of its core capabilities. Its notetaker captures both virtual and in-person meetings and generates minutes, decisions and action items using the firm's own templates, so output matches the documentation formats AEC teams already use. For virtual meetings it works with Zoom and Google Meet, and it integrates with Microsoft Teams, Outlook and calendars, as well as industry tools such as Procore and Autodesk, so meeting outputs can flow into project workflows. Beyond minutes, Cogram offers an assistant, email management, and support for RFIs, submittals and field reports, positioning meeting documentation as part of a wider project-administration suite. Privacy and security are emphasized: the company states it does not train AI models on customer data, holds SOC 2 Type II certification, supports SSO, MFA and role-based access controls, uses strong encryption in transit and at rest, and offers private-cloud or on-premises deployment options. Cogram is aimed at architects, engineers, consultants and contractors who need accurate, template-driven meeting records within a security-conscious, industry-specific platform. 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
Cogram 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 | Cogram | Zocks |
|---|---|---|
| Core capability | Automated meeting minutes for virtual and in-person meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Template-driven notes, decisions and action item capture | Live meeting analysis during calls |
| Team usage | Integrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Additional tools for RFIs, submittals, field reports and email management | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | SOC 2 Type II certification with SSO, MFA and role-based access controls | AI-drafted follow-up and client response emails |
| Best-fit workflow | Private-cloud or on-premises deployment options | Pre-meeting preparation with agendas and client profiles |
Cogram
Choose Cogram if you need construction and engineering firms automating project meeting minutes — strengths include tailored to aec documentation needs with customizable templates.
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.
Cogram
Zocks
It depends on your workflow. Cogram is strong for construction and engineering firms automating project meeting minutes, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Cogram 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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