FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FullyRamped when onboarding new reps faster with repeatable ai roleplay practice 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.
AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
FullyRamped is an AI sales training platform built around realistic roleplay simulations, automated call grading, and coaching. Reps practice conversations with AI personas that respond like real buyers across the full sales cycle, including cold calls, discovery calls, product demos, and deal preparation, rather than focusing only on cold-call openers. After each simulated or real call, the platform automatically grades performance against custom scorecards aligned to a team's sales methodology, surfacing strengths and uncovering gaps in areas such as delivery and objection handling. FullyRamped can also pull in actual call recordings through integrations with conversation intelligence tools to turn field conversations into training scenarios and to analyze real-world rep performance. Managers and enablement leaders use it to build scalable training programs, run AI-driven certifications that aim to reduce human bias, and track progress through performance analytics that benchmark teams and highlight coaching opportunities. The platform targets sales enablement leaders, managers, individual reps, and new hires who want repeatable, on-demand practice with consistent, automated feedback. 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
FullyRamped 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 | FullyRamped | Zocks |
|---|---|---|
| Core capability | AI roleplay simulations covering cold calls, discovery, demos, and deal prep | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic call grading on delivery, objection handling, and methodology adherence | Live meeting analysis during calls |
| Team usage | Custom scorecards aligned to a team's sales methodology | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Real-call import from conversation intelligence tools to build training scenarios | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI certifications for assessing reps without human bias | AI-drafted follow-up and client response emails |
| Best-fit workflow | Performance analytics and benchmarking for managers | Pre-meeting preparation with agendas and client profiles |
FullyRamped
Choose FullyRamped if you need onboarding new reps faster with repeatable ai roleplay practice — strengths include covers the full sales cycle rather than only cold calling.
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.
FullyRamped
Zocks
It depends on your workflow. FullyRamped is strong for onboarding new reps faster with repeatable ai roleplay practice, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
FullyRamped 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.
More head-to-head comparisons involving FullyRamped and Zocks.
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