Vizard: Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips. 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 Vizard when transcribing podcasts, webinars, or recorded videos into editable, searchable text 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.
Vizard is an AI video tool that transcribes audio and video into searchable, editable text in 30+ languages while automatically detecting highlights and turning long recordings into short clips.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Vizard is a multimodal AI video platform whose transcription engine converts uploaded audio and video into searchable, editable text. Users can transcribe files from their computer, paste a YouTube link, or import Zoom recordings, then read and edit the result like a document. The tool supports 30+ languages including English, Spanish, French, German, Japanese, Korean, Mandarin, Portuguese, Hindi, and Arabic, and lets users export transcripts as .SRT or .TXT files. Beyond plain transcription, Vizard analyzes the recording to identify key moments and highlights, auto-generate captions and subtitles, and produce short, social-ready clips with smart titles. Its transcript-based editor lets you trim footage, cut bad takes, and remove silences simply by deleting words. Vizard is aimed primarily at content creators, podcasters, marketers, coaches, and agencies who repurpose long-form video, but the transcription and Zoom-import features also serve anyone needing voice-to-text. It offers a team workspace for collaboration, brand templates, and caption translation into many additional languages.
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
Vizard 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 | Vizard | Zocks |
|---|---|---|
| Core capability | AI transcription of audio and video into searchable, editable text in 30+ languages | AI note-taking with speaker attribution for client meetings |
| Standout feature | Imports from computer uploads, YouTube links, and Zoom recordings | Live meeting analysis during calls |
| Team usage | Transcript-based editing - cut footage by deleting words, remove silences and bad takes | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automatic highlight/chapter and key-clip detection from long recordings | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Auto-generated captions and subtitles with translation into many languages | AI-drafted follow-up and client response emails |
| Best-fit workflow | Transcript export to .SRT and .TXT, plus team workspace collaboration | Pre-meeting preparation with agendas and client profiles |
Vizard
Choose Vizard if you need transcribing podcasts, webinars, or recorded videos into editable, searchable text — strengths include transcribes both audio and video and supports a wide range of languages.
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.
Vizard
Zocks
It depends on your workflow. Vizard is strong for transcribing podcasts, webinars, or recorded videos into editable, searchable text, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Vizard 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.
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