Feishu Minutes: ByteDance's Feishu/Lark feature that transcribes audio and video into searchable minutes with AI summaries and to-dos. 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 Feishu Minutes when feishu/lark users generating searchable minutes from video meetings 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.
ByteDance's Feishu/Lark feature that transcribes audio and video into searchable minutes with AI summaries and to-dos.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Feishu Minutes (飞书妙记, known as Lark Minutes outside mainland China) is the AI meeting-minutes capability built into Feishu, the collaboration platform developed by ByteDance. It turns audio and video content from meetings, training sessions, interviews, and classes into searchable, structured text notes. The product automatically transcribes video conferences into a verbatim transcript, uses voiceprint recognition to attribute speech to individual speakers, and can transcribe both live meetings and uploaded external audio or video files. Its intelligent minutes feature produces three components: a meeting summary, a to-do list, and chapter-based notes, and it can automatically detect and handle Chinese, English, and Japanese within a meeting. Real-time captions and live AI summaries are available during recording. Because it is embedded in the Feishu ecosystem, transcripts and minutes integrate with the platform's calendar, tasks, and documents for smoother collaboration, and notes can be searched, translated, and shared across devices. Feishu and its international counterpart Lark operate independently with separate data storage. As a feature of a widely used enterprise platform from a major technology company, it is actively maintained and available to Feishu users. 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
Feishu Minutes 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 | Feishu Minutes | Zocks |
|---|---|---|
| Core capability | Automatic transcription of video conferences into searchable transcripts | AI note-taking with speaker attribution for client meetings |
| Standout feature | Voiceprint-based speaker identification | Live meeting analysis during calls |
| Team usage | Transcription of both live meetings and uploaded audio/video files | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Intelligent minutes with summary, to-do list, and chapter notes | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automatic handling of Chinese, English, and Japanese in a meeting | AI-drafted follow-up and client response emails |
| Best-fit workflow | Real-time captions and live AI summaries during recording | Pre-meeting preparation with agendas and client profiles |
Feishu Minutes
Choose Feishu Minutes if you need feishu/lark users generating searchable minutes from video meetings — strengths include deeply integrated into the feishu/lark collaboration ecosystem.
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.
Feishu Minutes
Zocks
It depends on your workflow. Feishu Minutes is strong for feishu/lark users generating searchable minutes from video meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Feishu Minutes 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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