Empathia AI: Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Empathia AI when clinicians automating post-visit charting and clinical note documentation matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Empathia AI is an AI medical scribe built for clinicians and healthcare practices. Its core engine, EMMA, uses ambient AI to listen to doctor-patient interactions across in-person visits, telehealth, and phone calls, then transcribes the conversation and generates structured, customizable clinical notes. Beyond note-taking, it produces chart summaries, referral and consult letters, form autofill, patient instructions, and suggested ICD/CPT/service billing codes. The platform supports multi-speaker conversations, dictation, and multilingual encounters, and offers specialty-tuned templates across 20+ medical specialties. It works on desktop and mobile and integrates with numerous EMR/EHR systems, including Epic, Athenahealth, eClinicalWorks, NextGen, DrChrono, Practice Fusion, Elation, and Canadian systems such as Accuro, OSCAR, and Juno. Empathia emphasizes compliance, citing HIPAA, PHIPA, PIPEDA, and GDPR alignment, and notes pre-qualified vendor status with Canada Health Infoway's national AI scribe program. It targets individual practitioners and clinics seeking to reduce documentation time and refocus attention on patient care.
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
Empathia AI 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 | Empathia AI | Zocks |
|---|---|---|
| Core capability | Ambient AI capture (EMMA) for in-person, telehealth, and phone encounters | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic transcription and structured clinical note generation | Live meeting analysis during calls |
| Team usage | Multi-speaker and multilingual support with dictation | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Specialty-tuned templates across 20+ medical specialties | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Suggested ICD/CPT/service billing codes, referral and consult letters | AI-drafted follow-up and client response emails |
| Best-fit workflow | EMR/EHR integrations (Epic, Athenahealth, eClinicalWorks, Accuro, OSCAR, and more) | Pre-meeting preparation with agendas and client profiles |
Empathia AI
Choose Empathia AI if you need clinicians automating post-visit charting and clinical note documentation — strengths include purpose-built for clinical documentation with deep emr integration.
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.
Empathia AI
Zocks
It depends on your workflow. Empathia AI is strong for clinicians automating post-visit charting and clinical note documentation, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Empathia AI 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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