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. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Convo when sales reps wanting live prompts and objection handling during prospect calls 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.
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.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Convo (itsconvo.com) is a native desktop AI meeting assistant for macOS and Windows that captures audio locally from your device rather than joining calls as a bot. It works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles, so it is not locked to a single conferencing platform. During a call, Convo listens in real time and surfaces on-screen suggestions such as talking points and objection handling that only the user can see, positioning it toward sales and customer-facing conversations. After the call, it produces structured summaries, extracts action items, and can draft follow-up emails. A notable part of its design is the integration layer: Convo turns conversations into structured data that can be pushed to CRM, documentation, and project tools, with marketplace-style connectors for Slack, Notion, HubSpot, Salesforce, and others, plus automation via Zapier, Make, IFTTT, and Power Automate and a public API. Audio is processed locally for privacy, with optional cloud processing only when a user chooses to save a recording. Pre-meeting preparation pulls context from past conversations. The product is actively operating and listed across software directories in 2025/2026. 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
Convo 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 | Convo | Zocks |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time on-screen suggestions and talking points during calls | Live meeting analysis during calls |
| Team usage | Automatic transcription with post-call structured summaries and action items | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Follow-up email drafting and searchable meeting history | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | AI-drafted follow-up and client response emails |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | Pre-meeting preparation with agendas and client profiles |
Convo
Choose Convo if you need sales reps wanting live prompts and objection handling during prospect calls — strengths include no meeting bot joins the call, avoiding participant-list notifications and lobby admission.
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.
Convo
Zocks
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Convo 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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