FoCase Rec: FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI. 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 FoCase Rec when recording and documenting business or sales phone calls with searchable transcripts and summaries 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.
FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
FoCase Rec is a hybrid hardware-and-software product for recording, transcribing, and summarizing conversations. The slim magnetic device attaches to the back of an iPhone and uses vibration-conduction technology to capture both sides of a phone call with a single button press, working around iOS call-recording restrictions without Bluetooth pairing for capture. It also doubles as a standalone voice recorder for lectures, meetings, and interviews, with dual-microphone noise reduction. Recordings sync to the FoCase Rec app, where OpenAI Whisper powers voice-to-text transcription across more than 100 languages, and GPT-based AI generates summaries and mind maps that extract key points. The app supports playback, simple editing, password protection, file transfer, and one-tap sharing of audio, transcripts, and summaries. It is aimed at professionals, sales and support staff, students, and anyone who needs documented records of calls and meetings. The recorder is a one-time purchase, and the company advertises free lifetime call recording plus included AI transcription and summarization up to a monthly minute allowance, avoiding recurring subscription fees.
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
FoCase Rec is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FoCase Rec | Zocks |
|---|---|---|
| Core capability | Magnetic phone-back recorder that captures both sides of iPhone calls with a single button press | AI note-taking with speaker attribution for client meetings |
| Standout feature | Doubles as a standalone voice recorder for meetings, lectures, and interviews with dual-mic noise reduction | Live meeting analysis during calls |
| Team usage | AI transcription via OpenAI Whisper supporting 100+ languages | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI summarization and mind-map generation using GPT to extract key points | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Companion app for playback, simple editing, file transfer, and one-tap sharing of audio, transcripts, and summaries | AI-drafted follow-up and client response emails |
| Best-fit workflow | Password protection for stored recordings | Pre-meeting preparation with agendas and client profiles |
FoCase Rec
Choose FoCase Rec if you need recording and documenting business or sales phone calls with searchable transcripts and summaries — strengths include records phone calls on iphone without app-based workarounds or per-call fees, plus works for in-person audio.
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.
FoCase Rec
Zocks
It depends on your workflow. FoCase Rec is strong for recording and documenting business or sales phone calls with searchable transcripts and summaries, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
FoCase Rec 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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