Proactor AI and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Proactor AI: AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks. 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.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants workflows, shortlist Proactor AI when capturing meetings and immediately generating assignable follow-up tasks 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 note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Proactor 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.
| Feature | Proactor AI | Zocks |
|---|---|---|
| Core capability | Real-time speech-to-text transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI summaries, key insights, and in-conversation suggestions | Live meeting analysis during calls |
| Team usage | Automatic action items with assigned owners and due dates | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Notes organized by speaker and topic | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Cross-session context retention | AI-drafted follow-up and client response emails |
| Best-fit workflow | Export to PDF, Word, Markdown, and TXT | Pre-meeting preparation with agendas and client profiles |
Proactor AI
Choose Proactor AI if you need capturing meetings and immediately generating assignable follow-up tasks — strengths include converts conversations directly into trackable tasks with owners and due dates.
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.
Proactor AI
Zocks
It depends on your workflow. Proactor AI is strong for capturing meetings and immediately generating assignable follow-up tasks, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Proactor 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.