VidNotes: VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ languages. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist VidNotes when students turning recorded lectures into summaries and flashcards for study matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
VidNotes is an AI tool that transcribes videos, meeting recordings, and lectures, then generates summaries, key points, flashcards, and a chat interface in 30+ languages.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
VidNotes is an AI-powered transcription and note-taking tool that turns videos, lectures, podcasts, and meeting recordings into structured, searchable text. Users either upload a local file (MP4, MOV, MKV, and more) or paste a link from YouTube, TikTok, Instagram, or Vimeo, including exported recordings from Zoom, Google Meet, Microsoft Teams, and webinars. Under the hood it runs the audio through OpenAI's Whisper model for speech-to-text, then a large language model produces a summary, key points, timestamped notes, auto-generated flashcards, and extracted action items in the same language as the source. A chat feature lets users ask questions about the content and receive answers with citations, and transcripts and notes can be exported as TXT, PDF, Markdown, or SRT captions. It supports English plus 30+ additional languages and handles mixed languages and varied accents. Aimed at students, researchers, content creators, and professionals, VidNotes is available in the browser, as a Chrome extension, and as iOS and Android apps. The app is published by Silpho LLC.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
VidNotes 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 | VidNotes | Zocks |
|---|---|---|
| Core capability | Speech-to-text transcription via OpenAI's Whisper, with timestamps | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI summaries, key points, and extracted action items from meetings and videos | Live meeting analysis during calls |
| Team usage | Auto-generated flashcards with spaced-repetition review | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Chat interface that answers questions about a video with citations | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Supports file uploads plus YouTube, TikTok, Instagram, Vimeo, and meeting recordings (Zoom, Google Meet, Teams) | AI-drafted follow-up and client response emails |
| Best-fit workflow | Export to TXT, PDF, Markdown, and SRT captions across web, Chrome extension, iOS, and Android | Pre-meeting preparation with agendas and client profiles |
VidNotes
Choose VidNotes if you need students turning recorded lectures into summaries and flashcards for study — strengths include works across web, chrome extension, ios, and android, with no download required for browser use.
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.
VidNotes
Zocks
It depends on your workflow. VidNotes is strong for students turning recorded lectures into summaries and flashcards for study, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
VidNotes 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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