Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Evernote AI Meeting Notes when existing evernote users capturing meetings without adding another app 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.
Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AI Meeting Notes is a feature built into Evernote, the long-running personal knowledge and note-taking application, that lets users capture meetings directly within their notes. For remote meetings it records audio from a web browser tab, and for in-person meetings it records through the device microphone; users can also upload pre-recorded audio files. Evernote then uses its AI Transcribe capability to convert the audio into text and can generate a summary, with optional speaker recognition that distinguishes between speakers (and lets users rename them so labels update across the transcript). A later addition lets users transcribe only a selected portion of a recording by choosing start and end timestamps. Because the feature lives inside Evernote, the resulting transcript and summary are saved as notes within the user's existing knowledge base, where they can be organized, searched, and connected to other material. AI Meeting Notes is aimed at existing Evernote users who want meeting capture without adopting a separate tool, and it is available on Mac, PC, and the web. 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
Evernote AI Meeting Notes 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 | Evernote AI Meeting Notes | Zocks |
|---|---|---|
| Core capability | Records remote meeting audio from a browser tab | AI note-taking with speaker attribution for client meetings |
| Standout feature | Records in-person meetings via device microphone | Live meeting analysis during calls |
| Team usage | Upload of pre-recorded audio files | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI transcription with optional summaries | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Speaker recognition with editable speaker labels | AI-drafted follow-up and client response emails |
| Best-fit workflow | Selective transcription of a chosen time range | Pre-meeting preparation with agendas and client profiles |
Evernote AI Meeting Notes
Choose Evernote AI Meeting Notes if you need existing evernote users capturing meetings without adding another app — strengths include meeting capture lives inside an existing personal knowledge base, avoiding a separate tool.
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.
Evernote AI Meeting Notes
Zocks
It depends on your workflow. Evernote AI Meeting Notes is strong for existing evernote users capturing meetings without adding another app, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Evernote AI Meeting Notes 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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