Simon Says and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Simon Says: AI transcription, captioning, and translation built for professional video and audio workflows. 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 Simon Says when transcribing and captioning footage for video editing projects 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 transcription, captioning, and translation built for professional video and audio workflows.
AI transcription with speaker identificationIntegrations with Final Cut Pro, Premiere Pro, DaVinci Resolve, and AvidSubtitle and caption generation with visual editing
Simon Says 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
Subtitle and caption generation with visual editing
Live meeting analysis during calls
Team usage
Translation across many languages
Automatic form filling for intake, fact-finder, and account-opening documents
Integrations
Integrations with Final Cut Pro, Premiere Pro, DaVinci Resolve, and Avid
CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney
Languages & capture
Support for professional audio and video formats
AI-drafted follow-up and client response emails
Best-fit workflow
AI transcription with speaker identification
Pre-meeting preparation with agendas and client profiles
Best for
Simon Says
Choose Simon Says if you need transcribing and captioning footage for video editing projects — strengths include integrates directly with professional video editing software.
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
Simon Says
+ Integrates directly with professional video editing software
+ Strong multilingual transcription and translation coverage
- Built for video production rather than meeting note-taking
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 Simon Says or Zocks better for AI meeting notes?
It depends on your workflow. Simon Says is strong for transcribing and captioning footage for video editing projects, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
How do Simon Says and Zocks compare on price?
Simon Says 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 Simon Says and Zocks?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.