Fellow: Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fellow when automatically capturing notes, decisions, and action items during recurring team 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.
Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Fellow (fellow.ai, formerly fellow.app) is an AI meeting assistant focused on privacy and security. It records and transcribes meetings with real-time transcripts in 90+ languages, generates structured summaries, and automatically extracts and assigns action items. Recordings can run with a visible bot or "botless" directly from the desktop apps (Mac/Windows), and mobile apps capture in-person conversations. Its AskFellow AI agent searches across meetings you have access to, then drafts follow-up emails, memos, and CRM updates. Fellow works with Zoom, Google Meet, Microsoft Teams, Webex, Slack Huddles, phone calls, and in-person meetings, and integrates with 50+ tools including Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Slack, and Zapier. It offers SOC 2, HIPAA, and GDPR compliance. The free plan includes a lifetime cap of 5 AI notes and 5 AI recordings per user.
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
Fellow is from $7/mo (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fellow | Zocks |
|---|---|---|
| Core capability | AI transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | Meeting summaries | Live meeting analysis during calls |
| Team usage | Action item tracking | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Botless recording | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AskFellow AI agent | AI-drafted follow-up and client response emails |
| Best-fit workflow | AI transcription | Pre-meeting preparation with agendas and client profiles |
Fellow
Choose Fellow if you need automatically capturing notes, decisions, and action items during recurring team meetings — strengths include records and transcribes across zoom, google meet, teams, webex, plus phone and in-person meetings.
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.
Fellow
Zocks
It depends on your workflow. Fellow is strong for automatically capturing notes, decisions, and action items during recurring team meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Fellow is from $7/mo 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.
More head-to-head comparisons involving Fellow and Zocks.
Fellow brings agenda, privacy controls and a bot-or-bot-free option; Fathom brings a frictionless free recorder. Control versus simplicity.
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