Dictanote: Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes. 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 Dictanote when students and writers drafting notes, articles, or book content hands-free by voice 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.
Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Dictanote is a dictation-powered note-taking app that lets you write notes by speaking instead of typing. Its core voice-typing engine transcribes speech to text in real time across more than 50 languages and 80+ dialects, and supports voice commands for inserting punctuation, paragraphs, and symbols, as well as keyboard shortcuts for starting, stopping, and switching dictation languages. Notes sync across devices and can be organized into notebooks, with offline editing available (though live dictation needs connectivity). Its AI layer, AudioScribe, takes raw voice notes and rewrites them into clean, summarized text—automatically adding punctuation and stripping filler words, repetitions, and "umms." Users can choose summarization levels, apply custom writing styles (such as a business memo or to-do list), dictate in one language and output in another, and connect output to other apps via Zapier or webhooks. It targets writers, students, journalists, and professionals who prefer speaking over typing. Dictanote also offers a companion Chrome extension, Voice In, for dictating into other web apps.
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
Dictanote 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 | Dictanote | Zocks |
|---|---|---|
| Core capability | Real-time speech-to-text voice typing in 50+ languages and 80+ dialects | AI note-taking with speaker attribution for client meetings |
| Standout feature | Voice commands for punctuation, paragraphs, symbols, and dictation control | Live meeting analysis during calls |
| Team usage | Custom voice commands to automate text entry and correct errors | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AudioScribe AI assistant that transcribes and summarizes voice notes, removing filler words | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Notebooks for organizing notes, with cloud sync across devices and offline editing | AI-drafted follow-up and client response emails |
| Best-fit workflow | Multilingual AI output (dictate in one language, write in another) and Zapier/webhook integrations | Pre-meeting preparation with agendas and client profiles |
Dictanote
Choose Dictanote if you need students and writers drafting notes, articles, or book content hands-free by voice — strengths include strong multilingual coverage with 50+ languages and 80+ dialects.
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.
Dictanote
Zocks
It depends on your workflow. Dictanote is strong for students and writers drafting notes, articles, or book content hands-free by voice, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Dictanote 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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