Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dscout when running and transcribing moderated user interviews matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Dscout is an experience research platform that pairs human participant feedback with AI tools to help teams gather and analyze qualitative insights at scale. It supports a range of research methods, including live and uploaded moderated interviews, usability testing with heat maps and task success metrics, real-time site intercepts, field studies, diary studies with multiple activities, and media-rich surveys. For interviews, Dscout simplifies scheduling across time zones, integrates incentives, supports observers, and can capture both a participant's face and screen, and it also offers an AI Moderator that can autonomously guide participants, seek clarification, and capture feedback. On the analysis side, Dscout provides automated transcription, AI-generated summaries of open-ended and video responses, AI-generated themes presented as smart tags for pattern identification, and surfacing of notable moments that highlight strong opinions or surprising insights. Teams can recruit from Dscout's verified Scout participant pool or bring their own audience. Known historically for mobile and in-context research, Dscout positions itself as an AI-native platform that helps researchers capture high-fidelity feedback and move quickly from raw sessions to organized, analyzable insights. 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
Dscout 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 | Dscout | Zocks |
|---|---|---|
| Core capability | Moderated live and uploaded video interviews with observer support | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI Moderator that dynamically guides participants and captures feedback | Live meeting analysis during calls |
| Team usage | Automated transcription of interviews and responses | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI-generated summaries of open-ended and video responses | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI-generated themes as smart tags and surfaced notable moments | AI-drafted follow-up and client response emails |
| Best-fit workflow | Diary studies, usability testing, intercepts, and media-rich surveys | Pre-meeting preparation with agendas and client profiles |
Dscout
Choose Dscout if you need running and transcribing moderated user interviews — strengths include supports many research methods beyond interviews in one platform.
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.
Dscout
Zocks
It depends on your workflow. Dscout is strong for running and transcribing moderated user interviews, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Dscout 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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