Smart Noter and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Smart Noter: AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings. 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 Smart Noter when recording and summarizing business meetings with assigned action items 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-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Smart Noter 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 | Smart Noter | Zocks |
|---|---|---|
| Core capability | Real-time transcription with speaker identification | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI summaries with automatically extracted action points and to-do lists | Live meeting analysis during calls |
| Team usage | Summarizes uploaded audio, video, and PDF files | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Interactive chat to query a conversation | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Export and share to Slack, Notion, Google Docs, and Google Drive | AI-drafted follow-up and client response emails |
| Best-fit workflow | Calendar and conferencing connections (Outlook, Google Calendar, Teams, Zoom) | Pre-meeting preparation with agendas and client profiles |
Smart Noter
Choose Smart Noter if you need recording and summarizing business meetings with assigned action items — strengths include speaker labels make multi-person meeting transcripts easier to follow.
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.
Smart Noter
Zocks
It depends on your workflow. Smart Noter is strong for recording and summarizing business meetings with assigned action items, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Smart Noter 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.