Speech to Note and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Speech to Note: Cross-platform tool that converts speech into transcripts and customizable summaries using a large library of note formats. 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 Speech to Note when transcribing and summarizing meetings in a chosen format 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.
Cross-platform tool that converts speech into transcripts and customizable summaries using a large library of note formats.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Speech to Note 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 | Speech to Note | Zocks |
|---|---|---|
| Core capability | Speech-to-text transcription across 100+ languages | AI note-taking with speaker attribution for client meetings |
| Standout feature | Large library of smart note and summary formats | Live meeting analysis during calls |
| Team usage | Custom summary template creation | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Webhook-based workflow automation | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Offline recording on mobile with cross-device sync | AI-drafted follow-up and client response emails |
| Best-fit workflow | Multiple output and export formats with privacy controls | Pre-meeting preparation with agendas and client profiles |
Speech to Note
Choose Speech to Note if you need transcribing and summarizing meetings in a chosen format — strengths include highly customizable summary formats and templates.
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.
Speech to Note
Zocks
It depends on your workflow. Speech to Note is strong for transcribing and summarizing meetings in a chosen format, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Speech to Note 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.