Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. 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 Voicy when drafting emails, documents, and chat messages by voice instead of typing 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.
Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Voicy is a cross-platform AI speech-to-text (dictation) tool that lets you write with your voice instead of typing. It runs as a desktop app for Mac, Windows, and Linux, plus a Chrome extension, and also has iOS and Microsoft Store versions. Once active, you trigger dictation system-wide and speak into whatever app or website you're using — email clients, word processors, chat tools, note apps, AI assistants, IDEs, and many others, advertised as 20,000+ destinations. Voicy transcribes in real time using cloud processing, automatically adding punctuation, fixing grammar, and formatting the result, with support for dozens of languages. It also offers AI editing commands, letting you reshape dictated text (for example into bullet points) right after speaking. On privacy, the company states transcripts and recordings are stored only locally on your device and voice data is not used to train AI models, though speech is sent to the cloud for processing. It's aimed at writers, professionals, and anyone who wants to draft faster than typing across their existing tools.
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
Voicy 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 | Voicy | Zocks |
|---|---|---|
| Core capability | System-wide voice dictation across desktop apps, browsers, and websites | AI note-taking with speaker attribution for client meetings |
| Standout feature | Chrome extension plus Mac, Windows, and Linux desktop apps (also iOS and Microsoft Store) | Live meeting analysis during calls |
| Team usage | Automatic punctuation, grammar correction, and formatting | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Real-time cloud transcription with multi-language support | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Inline AI editing commands to reformat dictated text (e.g. bullet points) | AI-drafted follow-up and client response emails |
| Best-fit workflow | Local-only storage of transcripts with no use of voice data for AI training | Pre-meeting preparation with agendas and client profiles |
Voicy
Choose Voicy if you need drafting emails, documents, and chat messages by voice instead of typing — strengths include works inside virtually any app or website rather than a single editor.
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.
Voicy
Zocks
It depends on your workflow. Voicy is strong for drafting emails, documents, and chat messages by voice instead of typing, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Voicy 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.
More head-to-head comparisons involving Voicy and Zocks.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Voiso: Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Votars: Multilingual AI meeting recorder and transcriber supporting many languages with real-time translation and one-click export. The right pick comes down to team size, budget, and the workflows you want to automate.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Voz AI Voice Note Taker: iOS voice note taker that records, transcribes, and automatically generates structured notes from lectures, calls, and videos. This comparison weighs them on pricing, features, and everyday workflow fit.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. VozParaTexto: Portuguese AI audio and video transcription service with speaker identification and DOCX/SRT export, used for meetings, interviews and lectures. Below, they line up on price, capture method, and how each fits a real meeting stack.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. WAVV: CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales. This comparison weighs them on pricing, features, and everyday workflow fit.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. WINN.AI: A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Wave: Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Wavel AI: Wavel AI is an AI media platform that transcribes uploaded audio and video into speaker-labeled, editable, and translatable transcripts, with note and summary generation. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. WayinVideo: An AI video platform that generates speaker-labeled, timestamped transcripts and summaries from uploaded recordings, including Zoom, Teams, and Google Meet meetings, plus animated multilingual captions for repurposed clips. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Webex AI Assistant: The AI assistant built into the Cisco Webex Suite, providing real-time transcription, automatic meeting summaries, highlights, and action items across Webex meetings, messaging, and calling. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Whisper Memos: iPhone and Apple Watch voice recorder that transcribes memos and meetings and emails you a formatted transcript with an AI summary. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. Whisper Notes: Offline, on-device speech-to-text app for Mac and iPhone that records and transcribes meetings locally using Whisper, with auto meeting detection and summaries on Mac. This comparison weighs them on pricing, features, and everyday workflow fit.