VoiceType: An AI speech-to-text dictation app for Mac and Windows that turns spoken input into auto-formatted, edited text inside any app. 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 VoiceType when drafting emails and chat messages by voice in apps like outlook, slack, and teams 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.
An AI speech-to-text dictation app for Mac and Windows that turns spoken input into auto-formatted, edited text inside any app.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
VoiceType is an AI-powered speech-to-text dictation tool for Mac and Windows that lets you write by speaking instead of typing. It runs across your existing apps — including Slack, Google Docs, Notion, Outlook, Microsoft Teams, and Trello — and inserts your dictated words as polished text directly into whatever field you're working in. Rather than producing a raw transcript, it adds punctuation, corrects grammar, and auto-formats rambling speech into structured writing, with tone matching that adapts the output to the context (for example, a formal email versus a casual chat message). It supports a wide range of languages with automatic detection and handles accents and noisy environments, and includes a whisper mode for speaking quietly. It is built for individual productivity rather than recording multi-party calls: people use it for emails, notes, documentation, journaling, and capturing meeting notes by voice. It is aimed at professionals such as writers, founders, developers, and other knowledge workers who want to draft text faster than they can type.
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
VoiceType 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 | VoiceType | Zocks |
|---|---|---|
| Core capability | AI speech-to-text dictation that types your spoken words into any app | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic formatting, punctuation, and grammar correction of spoken input | Live meeting analysis during calls |
| Team usage | Tone matching that adapts output style to the app or context | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Cross-app compatibility (Slack, Google Docs, Notion, Outlook, Microsoft Teams, Trello, and more) | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Multilingual support with automatic language detection across many languages | AI-drafted follow-up and client response emails |
| Best-fit workflow | Whisper mode and noise/accent handling for varied speaking conditions | Pre-meeting preparation with agendas and client profiles |
VoiceType
Choose VoiceType if you need drafting emails and chat messages by voice in apps like outlook, slack, and teams — strengths include works inside existing apps so it fits into current workflows without copy-paste.
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.
VoiceType
Zocks
It depends on your workflow. VoiceType is strong for drafting emails and chat messages by voice in apps like outlook, slack, and teams, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
VoiceType 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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