Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. 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 Cuebo when reps practicing pitches and full demos against video-avatar buyers 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.
AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Cuebo is an AI-powered sales coaching platform, founded in 2024, that combines roleplay practice, automated training content, and call analysis to help sales teams improve through continuous, on-demand coaching. Its AI Roleplay Arena lets reps practice with customizable buyer personas that have voices and video avatars, built from real customer conversations, and provides instant post-call feedback and scoring; reps can even share their screen to practice full demos. A separate AI Trainer capability automatically generates bite-sized, conversational learning modules from uploaded content such as decks, PDFs, and playbooks, organizing them into role-based training paths with assessments. Cuebo's Smart Coach focuses on personalized coaching for individual skill gaps, with objection-handling drills, verbal feedback, and call memory that tracks patterns across sessions, while its conversation intelligence records and transcribes sales calls so managers can review how reps interact with customers. The platform adds gamification, management dashboards with team analytics, and support for more than 20 languages. Cuebo is aimed at inside sales, field sales, and retail teams, as well as onboarding and certification programs that want scalable, repeatable practice and coaching. 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
Cuebo 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 | Cuebo | Zocks |
|---|---|---|
| Core capability | AI Roleplay Arena with customizable video-avatar buyer personas built from real conversations | AI note-taking with speaker attribution for client meetings |
| Standout feature | Instant post-call feedback and scoring, including screen-share demo practice | Live meeting analysis during calls |
| Team usage | AI Trainer that auto-generates training modules from decks, PDFs, and playbooks | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Smart Coach for personalized coaching with objection-handling drills and call memory | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Call recording and transcription for manager review of customer interactions | AI-drafted follow-up and client response emails |
| Best-fit workflow | Management dashboards, gamification, and support for 20+ languages | Pre-meeting preparation with agendas and client profiles |
Cuebo
Choose Cuebo if you need reps practicing pitches and full demos against video-avatar buyers — strengths include video-avatar personas and screen sharing enable realistic demo practice.
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.
Cuebo
Zocks
It depends on your workflow. Cuebo is strong for reps practicing pitches and full demos against video-avatar buyers, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Cuebo 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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