Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Gilbert when generating french meeting reports for sovereignty-sensitive sectors 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.
French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Gilbert is a French AI meeting note taker developed by the startup Lexia France, designed and hosted in France with a strong sovereignty focus. It captures meetings live across desktop, mobile and web and automatically produces structured meeting reports that include summaries, decisions and assigned action items. The product is built around proprietary French language models and a custom terminology dictionary that lets users add domain-specific terms, and it offers natural-language search across past meetings. A defining characteristic is its data-sovereignty stance: Gilbert states that data is hosted on OVHcloud infrastructure with SecNumCloud qualification from the French cybersecurity authority ANSSI, that no data crosses the Atlantic, and that it does not rely on third-party model providers. The company lists SOC 2 Type 2, ISO 27001 and GDPR compliance. Gilbert integrates with many business tools, including native connections to Slack, Notion, HubSpot, Salesforce and Teams plus broad coverage through Zapier. It targets French-speaking organizations, particularly those in regulated or sovereignty-sensitive sectors, that want automated French meeting documentation kept entirely within France. 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
Gilbert 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 | Gilbert | Zocks |
|---|---|---|
| Core capability | Live meeting capture across desktop, mobile and web | AI note-taking with speaker attribution for client meetings |
| Standout feature | Structured reports with summaries, decisions and assigned actions | Live meeting analysis during calls |
| Team usage | Proprietary French language models and custom terminology dictionary | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Natural-language search across past meetings | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Hosting in France on OVHcloud SecNumCloud infrastructure with no transatlantic data transfer | AI-drafted follow-up and client response emails |
| Best-fit workflow | Live meeting capture across desktop, mobile and web | Pre-meeting preparation with agendas and client profiles |
Gilbert
Choose Gilbert if you need generating french meeting reports for sovereignty-sensitive sectors — strengths include strong french data-sovereignty posture with anssi-qualified secnumcloud hosting.
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.
Gilbert
Zocks
It depends on your workflow. Gilbert is strong for generating french meeting reports for sovereignty-sensitive sectors, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Gilbert 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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