FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. 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 FlashRev when outbound teams running high-volume parallel-dialing campaigns matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
FlashRev is the AI go-to-market product from FlashLabs (previously branded FlashIntel) that pairs outbound calling with conversation intelligence for B2B sales teams. Its AI parallel dialer places multiple outbound calls at once and connects reps instantly when a prospect answers, skipping unanswered calls and answering machines so sellers focus on live conversations. The platform records and tracks calls and analyzes each connected conversation in real time, automatically generating intent labels, converting transcripts into concise summaries, and identifying conversation sentiment at scale to support review and coaching. FlashRev positions itself as a broader revenue platform that combines prospecting data, omnichannel engagement across email, SMS, social, and calls, and AI sales-development automation, with the parallel dialer as one component of that suite. It integrates with common CRMs and sales-engagement tools such as Salesforce, HubSpot, Salesloft, and Outreach. The product is live and marketed to outbound and revenue teams; FlashLabs publicly announced an unlimited parallel-dialing capability and continues to develop the platform into 2025 and 2026. 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
FlashRev 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 | FlashRev | Zocks |
|---|---|---|
| Core capability | AI parallel dialer connecting reps to live answers | AI note-taking with speaker attribution for client meetings |
| Standout feature | Call recording and call tracking | Live meeting analysis during calls |
| Team usage | Real-time conversation analysis with automatic intent labels | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI-generated call summaries from transcripts | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Conversation sentiment analysis at scale | AI-drafted follow-up and client response emails |
| Best-fit workflow | Omnichannel outreach across calls, email, SMS, and social | Pre-meeting preparation with agendas and client profiles |
FlashRev
Choose FlashRev if you need outbound teams running high-volume parallel-dialing campaigns — strengths include combines parallel dialing with conversation intelligence and summaries.
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.
FlashRev
Zocks
It depends on your workflow. FlashRev is strong for outbound teams running high-volume parallel-dialing campaigns, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
FlashRev 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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