Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. 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 Convin when automating quality assurance across all contact-center interactions matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. 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
Convin 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 | Convin | Zocks |
|---|---|---|
| Core capability | Automatic recording and transcription of calls, chats, and emails | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI call scoring for quality, sentiment, and compliance | Live meeting analysis during calls |
| Team usage | Real-time agent coaching cues and live assistance | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Searchable conversation library with buying-signal and objection detection | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Role-based dashboards for agents, managers, and leaders | AI-drafted follow-up and client response emails |
| Best-fit workflow | Automatic recording and transcription of calls, chats, and emails | Pre-meeting preparation with agendas and client profiles |
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
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.
Convin
Zocks
It depends on your workflow. Convin is strong for automating quality assurance across all contact-center interactions, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Convin 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.
More head-to-head comparisons involving Convin and Zocks.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. The right pick comes down to team size, budget, and the workflows you want to automate.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. The right pick comes down to team size, budget, and the workflows you want to automate.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Daisy: Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server. This comparison weighs them on pricing, features, and everyday workflow fit.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Deepting: Real-time AI transcription and meeting summary app for meetings, interviews, and lectures across mobile and web. The right pick comes down to team size, budget, and the workflows you want to automate.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. DepoDash: Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers. Below, they line up on price, capture method, and how each fits a real meeting stack.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Descript: Video/podcast editor with transcription and meeting recording The right pick comes down to team size, budget, and the workflows you want to automate.
Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. This comparison weighs them on pricing, features, and everyday workflow fit.