Voibe: Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Voibe when dictating emails, messages, and long-form documents directly into any mac app 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.
Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Voibe is a Mac dictation app that turns speech into text entirely on-device, so audio never leaves the machine. Built for Apple Silicon Macs (M1 through M4) running macOS 13 or later, it runs optimized OpenAI Whisper models locally and works with no internet connection. You hold a hotkey (such as the Fn key), speak, and release; Voibe transcribes the audio and inserts the resulting text directly into whatever app is focused. It works system-wide across Mail, Notes, browsers, Slack, VS Code, ChatGPT, Claude and other text fields, rather than in a single dedicated window. The app supports a custom dictionary for names, jargon and technical vocabulary, plus smart punctuation. Because everything is processed locally and the audio is discarded after transcription, it is positioned for professionals handling confidential or NDA-protected work, including lawyers, consultants and developers. Voibe is a voice-to-text dictation tool focused on fast, accurate, private text entry; it is not a meeting recorder or conversation-intelligence platform. A Windows version is on a waitlist.
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
Voibe 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 | Voibe | Zocks |
|---|---|---|
| Core capability | Automatic smart punctuation | AI note-taking with speaker attribution for client meetings |
| Standout feature | Fully on-device speech-to-text using OpenAI Whisper models optimized for Apple Silicon (no cloud upload) | Live meeting analysis during calls |
| Team usage | Hold-to-speak hotkey that inserts dictated text into any app's focused text field | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Works offline with no internet connection required | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Custom dictionary for names, jargon, and technical vocabulary | AI-drafted follow-up and client response emails |
| Best-fit workflow | System-wide compatibility across Mail, Notes, browsers, Slack, VS Code, ChatGPT and more | Pre-meeting preparation with agendas and client profiles |
Voibe
Choose Voibe if you need dictating emails, messages, and long-form documents directly into any mac app — strengths include strong privacy posture: transcription happens locally and audio is discarded, so no data leaves the mac.
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.
Voibe
Zocks
It depends on your workflow. Voibe is strong for dictating emails, messages, and long-form documents directly into any mac app, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Voibe 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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