CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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 CreateWise AI when turning podcast episodes into transcripts, show notes, and chapters matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CreateWise AI is a web-based platform that automates podcast post-production and content repurposing. Users upload an audio or video file, paste a YouTube link, or import via RSS feed, and the tool generates fully editable transcripts with speaker diarization. From a single episode it produces show notes, AI-generated summaries, chapter segmentation formatted for platforms like Spotify and YouTube, SEO-oriented keywords and metadata, and highlight clips sized for TikTok, Instagram, and YouTube. Its AI audio editing detects and removes filler words such as "um" and "uh" along with long silences. The product is aimed at podcasters, content creators, and marketing teams who want to turn long-form recordings into multiple distribution-ready assets with minimal manual editing. It is offered as a self-serve web application with a free tier and paid subscription plans. Note that CreateWise focuses on recorded podcast audio rather than live meetings; it does not join video calls or provide a real-time meeting recording bot, but its transcription and notes capabilities overlap with the meeting-assistant category.
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
CreateWise AI 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 | CreateWise AI | Zocks |
|---|---|---|
| Core capability | Editable transcripts with speaker diarization | AI note-taking with speaker attribution for client meetings |
| Standout feature | Auto-generated show notes and episode summaries | Live meeting analysis during calls |
| Team usage | Chapter segmentation for Spotify and YouTube | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI highlight clip generation for TikTok, Instagram, and YouTube | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automatic removal of filler words and silences | AI-drafted follow-up and client response emails |
| Best-fit workflow | Audio import via file upload, YouTube link, or RSS feed | Pre-meeting preparation with agendas and client profiles |
CreateWise AI
Choose CreateWise AI if you need turning podcast episodes into transcripts, show notes, and chapters — strengths include repurposes one recording into multiple content assets in one workflow.
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.
CreateWise AI
Zocks
It depends on your workflow. CreateWise AI is strong for turning podcast episodes into transcripts, show notes, and chapters, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CreateWise AI 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 CreateWise AI and Zocks.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. Below, they line up on price, capture method, and how each fits a real meeting stack.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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. This comparison weighs them on pricing, features, and everyday workflow fit.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. Deciphr: Deciphr is an AI platform that transcribes audio and video files and automatically repurposes them into transcripts, show notes, articles, social captions, and video reels. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. DepoDash: Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers. The right pick comes down to team size, budget, and the workflows you want to automate.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. Descript: Video/podcast editor with transcription and meeting recording Below, they line up on price, capture method, and how each fits a real meeting stack.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. DialDesk: DialDesk is an India-based managed customer-experience platform whose CallMaster product uses AI to transcribe and audit 100% of contact-center calls, chats, and WhatsApp messages for quality, sentiment, and compliance. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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.