DoReveal: An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist DoReveal when transcribing and analyzing in-depth interviews and focus groups for ux or market research 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.
An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
DoReveal is a web-based AI platform built for qualitative researchers who need to turn interviews, focus groups, and meeting recordings into structured insights. Users upload audio and video files, paste or import transcripts, or connect Zoom recording links; the platform also offers a bot for live meeting recordings, with live capture via Zoom, Teams, and Google Meet described as coming soon. It transcribes the audio, automatically identifies speakers and distinguishes moderators from participants, and accepts input in over 100 languages with analysis output in around 10 languages. Analysis features include structured research grids, thematic pattern discovery, automated codebook generation, persona and journey-map building, a quote finder with audio/video clip creation, report generation, and an AI chat for interrogating data using frameworks such as Jobs-to-Be-Done and Emotional Laddering. It targets freelance researchers, research agencies, in-house teams, and academics across sectors like pharmaceuticals, technology, and consulting. The company states user data is never used to train models, offers automatic PHI/PII redaction, and encrypts data at rest and in transit.
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
DoReveal 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 | DoReveal | Zocks |
|---|---|---|
| Core capability | Transcription with automatic speaker identification, distinguishing moderators from participants | AI note-taking with speaker attribution for client meetings |
| Standout feature | Support for audio/video uploads, pasted or imported transcripts, and Zoom recording links | Live meeting analysis during calls |
| Team usage | AI chat to interrogate data, compare cohorts, and trace evidence to source quotes | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automated codebook generation, thematic analysis, and structured research grids | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Quote finder with audio/video clip creation and automated report generation | AI-drafted follow-up and client response emails |
| Best-fit workflow | Input support for 100+ languages with analysis output in multiple languages | Pre-meeting preparation with agendas and client profiles |
DoReveal
Choose DoReveal if you need transcribing and analyzing in-depth interviews and focus groups for ux or market research — strengths include purpose-built for qualitative research workflows such as interviews and focus groups, beyond simple meeting notes.
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.
DoReveal
Zocks
It depends on your workflow. DoReveal is strong for transcribing and analyzing in-depth interviews and focus groups for ux or market research, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
DoReveal 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.
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