Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Genio when university students recording and reviewing lectures 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.
Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Genio, formerly known as Glean, is an assistive note-taking platform that helps students capture and learn from lectures and classes. It records class audio and provides live captions during the session, then generates a full transcript afterward, letting students focus on understanding rather than frantically writing notes. Genio lets learners add their own notes, organize material with AI-generated outlines, import slides and reading material, and review with study features such as quizzing, tying recorded audio together with class content. The platform is widely used by students, including learners with specific learning difficulties, and is adopted by educational institutions that provide it as a study and accessibility support tool. It works online or offline across devices, which suits classroom and lecture-hall environments. Genio is positioned as a mainstream learning tool that also supports accessibility needs. It is actively operating in 2025 and 2026, reporting use by well over a hundred thousand students and more than a thousand institutions, with active sign-in, pricing, and ongoing product development. 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
Genio 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 | Genio | Zocks |
|---|---|---|
| Core capability | Class and lecture audio recording with live captions | AI note-taking with speaker attribution for client meetings |
| Standout feature | Full transcript generation after the session | Live meeting analysis during calls |
| Team usage | AI outlines and student-added notes tied to the recording | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Import of slides and reading materials into notes | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Offline and cross-device capture for classrooms | AI-drafted follow-up and client response emails |
| Best-fit workflow | Class and lecture audio recording with live captions | Pre-meeting preparation with agendas and client profiles |
Genio
Choose Genio if you need university students recording and reviewing lectures — strengths include purpose-built for education and lecture capture.
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.
Genio
Zocks
It depends on your workflow. Genio is strong for university students recording and reviewing lectures, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Genio 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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