Felo Subtitles: A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Felo Subtitles when following and translating multilingual video meetings on zoom, google meet, teams, or webex in real time matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Felo Subtitles, made by Felo Inc. (Sparticle), is a real-time transcription and translation tool delivered as a Chrome/Edge browser extension plus companion desktop apps for Windows and macOS. It listens to meeting and video audio, recognizes speech, and overlays live captions with instant translation into other languages, so participants can follow conversations across language barriers. The browser extension captions web-based audio such as Google Meet (web), YouTube Live, Twitch, and Facebook Live, while the separate Felo desktop app extends coverage to Zoom, Microsoft Teams, Webex, and Tencent Meeting without a bot joining the call. It recognizes speech in roughly 23 languages and translates into about 20 target languages. Captured sessions can be saved as transcripts and exported as text, and the tool offers AI summaries using templates for contexts like sales, learning, and one-on-ones. Custom speech and translation dictionaries let teams add industry terminology. It is aimed at IT, research, HR, legal, education, and video-creator users needing multilingual meeting communication.
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
Felo Subtitles 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 | Felo Subtitles | Zocks |
|---|---|---|
| Core capability | Real-time live transcription with subtitles overlaid on meetings and video streams | AI note-taking with speaker attribution for client meetings |
| Standout feature | Instant translation of captions across roughly 20 target languages (speech recognition in ~23 languages) | Live meeting analysis during calls |
| Team usage | No-bot capture: transcribes audio locally/in-browser without joining the meeting as a participant | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Transcript saving and export to text documents | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI-generated meeting summaries using templates (sales, learning, one-on-one) | AI-drafted follow-up and client response emails |
| Best-fit workflow | Custom speech and translation dictionaries for industry-specific terminology | Pre-meeting preparation with agendas and client profiles |
Felo Subtitles
Choose Felo Subtitles if you need following and translating multilingual video meetings on zoom, google meet, teams, or webex in real time — strengths include captures meetings without adding a visible bot participant, which is less intrusive than bot-based notetakers.
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.
Felo Subtitles
Zocks
It depends on your workflow. Felo Subtitles is strong for following and translating multilingual video meetings on zoom, google meet, teams, or webex in real time, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Felo Subtitles 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
More head-to-head comparisons involving Felo Subtitles and Zocks.
Felo Subtitles: A browser extension and companion app that adds real-time transcription and translated live subtitles to online meetings and live streams without joining as a bot. Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. The right pick comes down to team size, budget, and the workflows you want to automate.
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