VITO: VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist VITO when reviewing and searching the content of past phone calls matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
VITO is a mobile app from ReturnZero that automatically transcribes recorded phone calls into searchable text with speaker labels and summaries, optimized for Korean.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
VITO (비토) is a call-transcription app developed by ReturnZero Inc. (리턴제로), a Seoul-based speech-AI company. It automatically converts recorded phone calls into readable, chat-style text using ReturnZero's proprietary speech-recognition engine tuned for conversational Korean. Rather than joining live virtual meetings as a bot, VITO works from a phone's call-recording function: once a call is recorded, the audio is transcribed, with speaker identification distinguishing participants, and users can later read, keyword-search, replay specific segments, and review summaries of past conversations. It also supports bulk conversion of previously recorded calls. VITO is available on iOS and Android, with PC/web access to view transcripts, and offers cloud storage so call history is preserved across devices. The company also exposes its underlying RTZR speech-to-text technology as a separate developer API. VITO is aimed at everyday users and professionals such as real-estate agents, delivery drivers, office workers, students, and small-business owners who need to revisit, search, or share the content of their phone conversations.
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
VITO 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 | VITO | Zocks |
|---|---|---|
| Core capability | Automatic speech-to-text transcription of recorded phone calls | AI note-taking with speaker attribution for client meetings |
| Standout feature | Speaker identification across multi-party conversations | Live meeting analysis during calls |
| Team usage | Chat-style transcripts with keyword search and segment replay | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Call summaries and follow-up reminders | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Bulk conversion of previously recorded calls | AI-drafted follow-up and client response emails |
| Best-fit workflow | Cloud storage with PC/web access to transcripts across devices | Pre-meeting preparation with agendas and client profiles |
VITO
Choose VITO if you need reviewing and searching the content of past phone calls — strengths include strong korean speech recognition from returnzero's proprietary stt engine.
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.
VITO
Zocks
It depends on your workflow. VITO is strong for reviewing and searching the content of past phone calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
VITO 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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