Edisyn: Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers. 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 Edisyn when getting live prompts and answers during sales or client calls 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.
Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Edisyn is a real-time AI meeting assistant created by a team of Turkish founders, designed to listen to a conversation as it happens and quietly support the participant. During a meeting, Edisyn produces a live transcript, detects questions, and offers suggested answers and follow-up questions intended to keep discussions on track and ensure each meeting ends with a clear next step. After the call, it generates summaries that highlight key points, decisions, and friction points so participants can review outcomes and act on them. The assistant is built to work with online meeting tools and aims to reduce the chance that follow-ups slip or important questions are missed in the moment. It markets itself around clarity and momentum in conversations rather than passive note-taking alone. The product offers a website with pricing, FAQ, and support resources, and it is presented as an active, downloadable service. Its origin reflects a Turkish engineering team building for both local Turkish and international meeting use. 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
Edisyn 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 | Edisyn | Zocks |
|---|---|---|
| Core capability | Real-time listening with live transcript during meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic question detection in conversations | Live meeting analysis during calls |
| Team usage | Suggested answers and follow-up questions in the moment | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Post-meeting summaries highlighting key points and decisions | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Catch-up summaries to recap missed discussion | AI-drafted follow-up and client response emails |
| Best-fit workflow | Designed for use with online meeting platforms | Pre-meeting preparation with agendas and client profiles |
Edisyn
Choose Edisyn if you need getting live prompts and answers during sales or client calls — strengths include real-time assistance during the call rather than only after it.
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.
Edisyn
Zocks
It depends on your workflow. Edisyn is strong for getting live prompts and answers during sales or client calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Edisyn 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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