Exec: Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant 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 Exec when practicing cold calls, discovery, and objection handling safely 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.
Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Exec is an AI roleplay and training platform designed to help sales reps, leaders, and support staff practice high-stakes conversations before they happen with real customers. Its core function is generating voice-based AI characters that simulate buyers and other counterparts, complete with industry context and customizable traits, so reps can rehearse cold calls, discovery, negotiation, and objection handling in unscripted, dynamic conversations. The platform supports custom scenario creation and includes screen-sharing functionality so reps can practice product demos and presentations, not just talk tracks. After each roleplay, Exec provides instant performance insights, including actionable improvement tips and an AI coach that can explain scores, surface growth areas, and run short follow-up sessions to work through specific gaps. For managers and enablement teams, Exec offers analytics dashboards tracking skill development over time, performance trending, leaderboards, certification, and integration with existing learning management systems. It maintains SOC 2 Type II certification and states it does not use customer data to train its models. Exec is aimed at enterprise sales and revenue teams that want to close the gap between training content and real behavior change through repeated, measurable practice. 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
Exec 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 | Exec | Zocks |
|---|---|---|
| Core capability | Voice-based AI roleplay with customizable buyer personas | AI note-taking with speaker attribution for client meetings |
| Standout feature | Custom scenario creation for realistic practice situations | Live meeting analysis during calls |
| Team usage | Screen-sharing practice for demos and presentations | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI coach that explains scores and runs follow-up sessions | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Manager dashboards with skill tracking, leaderboards, and certification | AI-drafted follow-up and client response emails |
| Best-fit workflow | Voice-based AI roleplay with customizable buyer personas | Pre-meeting preparation with agendas and client profiles |
Exec
Choose Exec if you need practicing cold calls, discovery, and objection handling safely — strengths include voice-based, unscripted roleplays that adapt to the rep.
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.
Exec
Zocks
It depends on your workflow. Exec is strong for practicing cold calls, discovery, and objection handling safely, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Exec 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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