Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. 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 Fieldy when capturing notes from in-person client or sales meetings 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.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. 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
Fieldy 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 | Fieldy | Zocks |
|---|---|---|
| Core capability | Wearable hardware device (clip, pendant, or wrist) for hands-free capture | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time transcription of in-person conversations | Live meeting analysis during calls |
| Team usage | Automatic AI-generated summaries of captured audio | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Action items and reminders extracted from conversations | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI chat interface to search and query past conversations | AI-drafted follow-up and client response emails |
| Best-fit workflow | USB-C charging with multi-day battery and privacy indicator light | Pre-meeting preparation with agendas and client profiles |
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
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.
Fieldy
Zocks
It depends on your workflow. Fieldy is strong for capturing notes from in-person client or sales meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Fieldy 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.
More head-to-head comparisons involving Fieldy and Zocks.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. This comparison weighs them on pricing, features, and everyday workflow fit.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Below, they line up on price, capture method, and how each fits a real meeting stack.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. The right pick comes down to team size, budget, and the workflows you want to automate.