Dicte: Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop. 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 Dicte when executives capturing and summarizing in-person and virtual meetings matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Dicte is an AI meeting assistant developed by Livdeo SAS, a France-based company, designed to capture and process both in-person and virtual meetings as well as personal voice notes. Users start a recording with one tap, and Dicte applies speech recognition with speaker identification to produce a transcript, then generates summaries, action items, and structured documents such as meeting minutes from the spoken content. It offers customizable AI processing tools (referred to as SKILLs) for outputs like two-page or detailed minutes, SWOT analysis, and project-oriented reports, and supports multiple languages. A defining characteristic of Dicte is its emphasis on data protection: audio is recorded locally on the device and only temporarily transferred to Dicte-operated servers in Paris for transcription before being deleted, with transcript pseudonymization applied before AI processing and an on-premises Edge AI option (DicteBOX) for enterprise use. Dicte is aimed at business executives, meeting leaders, and organizations with strict privacy or compliance requirements, and is available across iOS, Android, web, and desktop builds for Windows and macOS. 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
Dicte 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 | Dicte | Zocks |
|---|---|---|
| Core capability | One-tap recording for in-person and virtual meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Speech recognition with speaker identification | Live meeting analysis during calls |
| Team usage | AI-generated summaries, action items, and meeting minutes | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Customizable AI processing tools (SKILLs) such as SWOT and project reports | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Multilingual transcription support | AI-drafted follow-up and client response emails |
| Best-fit workflow | Privacy-focused processing with local audio storage and post-processing deletion | Pre-meeting preparation with agendas and client profiles |
Dicte
Choose Dicte if you need executives capturing and summarizing in-person and virtual meetings — strengths include strong privacy and data-protection design with eu-based processing.
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.
Dicte
Zocks
It depends on your workflow. Dicte is strong for executives capturing and summarizing in-person and virtual meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Dicte 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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