Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. 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 Fireflies when sales call capture and crm logging 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.
AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Fireflies.ai joins video calls to record and transcribe meetings, then generates AI summaries, action items, and fully searchable notes. Its AskFred assistant lets you query past meetings in natural language ("what did we decide about pricing?"), while conversation-intelligence features add topic trackers, talk-time, and sentiment analytics. Fireflies works across Zoom, Google Meet, Microsoft Teams, and Webex, transcribes in a wide range of languages, and integrates natively with CRMs such as Salesforce and HubSpot plus Slack, Notion, Asana, and Zapier. A free plan covers limited transcription and AI credits for individuals; paid tiers raise transcription and storage limits and unlock team conversation analytics, making it a strong fit for sales, recruiting, and customer-research teams that live in their CRM.
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
Fireflies is from $18/mo (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fireflies | Zocks |
|---|---|---|
| Core capability | Meeting transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI summaries | Live meeting analysis during calls |
| Team usage | AskFred AI chat | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | CRM sync | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Conversation intelligence | AI-drafted follow-up and client response emails |
| Best-fit workflow | Meeting transcription | Pre-meeting preparation with agendas and client profiles |
Fireflies
Choose Fireflies if you need sales call capture and crm logging — strengths include powerful meeting search plus the askfred natural-language assistant.
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.
Fireflies
Zocks
It depends on your workflow. Fireflies is strong for sales call capture and crm logging, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Fireflies is from $18/mo 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 Fireflies and Zocks.
Fireflies is an integration-rich notetaker; Avoma adds full conversation intelligence and meeting lifecycle management. Notes versus CI depth.
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