Hedy AI and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Hedy AI: Real-time AI meeting copilot that listens during calls and offers suggestions, summaries, and notes on mobile and desktop. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Hedy AI when live help during meetings matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Hedy AI 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.
AI note-taking with speaker attribution for client meetings
Standout feature
Transcription and AI summaries
Live meeting analysis during calls
Team usage
Action items and notes
Automatic form filling for intake, fact-finder, and account-opening documents
Integrations
Mobile and desktop support
CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney
Languages & capture
Multi-language support
AI-drafted follow-up and client response emails
Best-fit workflow
Real-time meeting suggestions
Pre-meeting preparation with agendas and client profiles
Best for
Hedy AI
Choose Hedy AI if you need live help during meetings — strengths include live in-meeting assistance, not just notes.
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.
Pros & cons
Hedy AI
+ Live in-meeting assistance, not just notes
+ Works on mobile and in person
- Personal focus rather than team analytics
Zocks
+ Purpose-built for financial advisors rather than a generic notetaker
+ Privacy-oriented design that does not retain meeting audio or video
- Focused on financial services, so less suited to other professions
FAQ
Is Hedy AI or Zocks better for AI meeting notes?
It depends on your workflow. Hedy AI is strong for live help during meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
How do Hedy AI and Zocks compare on price?
Hedy AI 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.
Can I use both Hedy AI and Zocks?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.