Enthu.AI: Enthu.AI is a conversation intelligence platform that transcribes, auto-scores, and analyzes contact-center and sales calls for quality assurance and agent coaching. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Enthu.AI when auto-scoring contact-center agent calls for quality assurance and compliance 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.
Enthu.AI is a conversation intelligence platform that transcribes, auto-scores, and analyzes contact-center and sales calls for quality assurance and agent coaching.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Enthu.AI is a conversation intelligence and quality-assurance platform built for contact centers and calling teams across industries such as financial services, insurance, healthcare, and utilities. It transcribes every customer conversation into searchable speech-to-text with speaker labels and timestamps, then layers automated analysis on top: GenAI-powered auto-QA that evaluates calls without manual review, customizable scorecards that score agents on parameters like empathy, compliance, and script adherence, and AI summaries that surface key points and next steps. The platform also provides sentiment detection, a searchable call library for storing and organizing recordings, dashboards and reporting to spot trends, and personalized coaching tools for improving agent performance. PII redaction automatically removes sensitive data for privacy and compliance, and the product connects to existing contact-center stacks through 30+ integrations (such as NICE CXone, Five9, Salesforce, RingCentral, and Aircall). It is aimed at QA managers, sales leaders, and compliance teams who want to evaluate full call volume rather than a manual sample.
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
Enthu.AI is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Enthu.AI | Zocks |
|---|---|---|
| Core capability | Speech-to-text transcription of calls with speaker labels and timestamps | AI note-taking with speaker attribution for client meetings |
| Standout feature | GenAI-powered automated QA and call scoring across full call volume | Live meeting analysis during calls |
| Team usage | Customizable scorecards for empathy, compliance, and script adherence | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI-generated call summaries extracting key points and next steps | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Sentiment analysis and agent coaching dashboards | AI-drafted follow-up and client response emails |
| Best-fit workflow | PII redaction and 30+ contact-center integrations (NICE CXone, Five9, Salesforce, RingCentral, Aircall) | Pre-meeting preparation with agendas and client profiles |
Enthu.AI
Choose Enthu.AI if you need auto-scoring contact-center agent calls for quality assurance and compliance — strengths include automates qa across 100% of calls instead of a small manual sample.
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.
Enthu.AI
Zocks
It depends on your workflow. Enthu.AI is strong for auto-scoring contact-center agent calls for quality assurance and compliance, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Enthu.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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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