FuseBase (PRO extension): A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FuseBase (PRO extension) when capturing client and discovery calls into shareable transcripts and action items matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
FuseBase PRO is a Chrome extension that records online meetings silently, without adding a bot or extra participant to the call. It captures Google Meet, Zoom, and Microsoft Teams sessions, then uses AI to produce searchable transcripts, meeting summaries, key points, decisions, and action items. Recordings and notes are stored in organized workspaces and can be shared via instant links, making it useful for distributing meeting outcomes to teammates or clients. Beyond meetings, the extension also handles screen recording, quick audio notes, full-page or selected-area screenshots, and file uploads, which it can analyze with its AI agents. It is part of the broader FuseBase client-collaboration and portal platform, so captured content can flow into that wider ecosystem. The vendor states the product maintains SOC 2 and HIPAA compliance through its Trust Center. It is aimed at client-facing teams, consultants, and service businesses that want clean, shareable meeting documentation without the friction of a visible recording bot joining each call.
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
FuseBase (PRO extension) 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 | FuseBase (PRO extension) | Zocks |
|---|---|---|
| Core capability | Bot-free silent recording with no extra participant added to the meeting | AI note-taking with speaker attribution for client meetings |
| Standout feature | Supports Google Meet, Zoom, and Microsoft Teams calls | Live meeting analysis during calls |
| Team usage | AI-generated searchable transcripts from recordings | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automatic summaries with key points, decisions, and action items | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Screen recording, audio notes, and full-page or area screenshots | AI-drafted follow-up and client response emails |
| Best-fit workflow | Instant shareable links and organized workspace storage | Pre-meeting preparation with agendas and client profiles |
FuseBase (PRO extension)
Choose FuseBase (PRO extension) if you need capturing client and discovery calls into shareable transcripts and action items — strengths include bot-free recording avoids the awkward 'ai has joined' participant on 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.
FuseBase (PRO extension)
Zocks
It depends on your workflow. FuseBase (PRO extension) is strong for capturing client and discovery calls into shareable transcripts and action items, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
FuseBase (PRO extension) 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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