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. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Voiso when quality assurance and compliance teams reviewing transcribed, keyword-flagged 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.
Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Voiso is a cloud-based contact-center platform built for sales and customer-service teams, combining voice, SMS, and messaging channels with AI-driven analytics in a single workspace. Its speech analytics suite processes recorded call audio through speech-to-text and natural-language pipelines, transcribing calls into searchable text across more than ten languages, including English, Spanish, French, and Arabic. Transcripts can be navigated, searched, and flagged against predefined or custom keyword lists to support quality assurance, compliance, and agent training. Beyond raw transcription, the platform applies AI to score conversations on a 1-to-5 scale, detect sentiment and emotional cues, and automatically generate concise call summaries that capture key topics and outcomes without reviewing full recordings. It is aimed at call centers, BPOs, and outbound and inbound teams in industries such as fintech, travel, retail, and e-commerce. Other platform capabilities include a predictive dialer, IVR and routing flow builder, CRM integrations, call recording, and real-time performance dashboards. Speech analytics features are available on its Pro plan and higher.
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
Voiso is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Voiso | Zocks |
|---|---|---|
| Core capability | AI call transcription converting audio into searchable text in 10+ languages | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI conversation scoring rating calls on a 1-to-5 scale across languages | Live meeting analysis during calls |
| Team usage | Sentiment and emotion analysis detecting tone and customer satisfaction cues | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automatic call summaries highlighting key topics and outcomes | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Keyword highlighting with custom lists for compliance and QA flagging | AI-drafted follow-up and client response emails |
| Best-fit workflow | Call recording with real-time dashboards and performance reporting | Pre-meeting preparation with agendas and client profiles |
Voiso
Choose Voiso if you need quality assurance and compliance teams reviewing transcribed, keyword-flagged calls — strengths include transcription and analytics are integrated directly into the contact-center workflow, including recording, dialing, and routing.
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.
Voiso
Zocks
It depends on your workflow. Voiso is strong for quality assurance and compliance teams reviewing transcribed, keyword-flagged calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Voiso 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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