MaxIQ (EchoIQ) and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. MaxIQ (EchoIQ): AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts. 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, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist MaxIQ (EchoIQ) when capturing and summarizing sales calls and syncing insights into deal records 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.
AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
MaxIQ (EchoIQ) 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 | MaxIQ (EchoIQ) | Zocks |
|---|---|---|
| Core capability | Automatic capture of conversations across meetings, calls, and emails | AI note-taking with speaker attribution for client meetings |
| Standout feature | Live transcription and real-time meeting assistance | Live meeting analysis during calls |
| Team usage | AI NoteTaker that links conversations to deals and accounts plus AI Summarizer briefs | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI Coach that reviews calls against sales methodologies to surface coaching gaps | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI Forecaster that adjusts win probability based on call signals | AI-drafted follow-up and client response emails |
| Best-fit workflow | Automatic CRM updates and AI Taskmaster action-item tracking | Pre-meeting preparation with agendas and client profiles |
MaxIQ (EchoIQ)
Choose MaxIQ (EchoIQ) if you need capturing and summarizing sales calls and syncing insights into deal records — strengths include conversation intelligence is tied directly to forecasting and deal-health models, not siloed.
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.
MaxIQ (EchoIQ)
Zocks
It depends on your workflow. MaxIQ (EchoIQ) is strong for capturing and summarizing sales calls and syncing insights into deal records, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
MaxIQ (EchoIQ) 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 and the budget is justified.