Way With Words: Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Way With Words when transcribing recorded corporate meetings, interviews, and focus groups into searchable text 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.
Way With Words is a transcription and captioning service that converts audio and video recordings, including meetings and interviews, into accurate text using human transcribers and automatic speech recognition.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Way With Words is an audio-to-text services company, founded in 2002 and registered in the UK and South Africa, that turns recordings into text. Rather than joining calls as a bot, it works from files: users upload audio or video through a secure account portal (supporting formats such as MP3, WAV, MP4, MOV, and M4A, up to 8GB per file) and receive transcripts back as DOCX, with PDF and RTF available on request. Its core offering is human transcription, including verbatim, intelligent verbatim, and time-coded transcripts for multi-speaker interviews, focus groups, corporate meetings, hearings, and media. It also provides automatic (ASR) transcription in 50+ languages, video captioning and subtitles, machine-transcript polishing, and custom speech datasets for AI/ASR training. Turnaround is offered in tiers from express through to roughly eight days, with human quality checks emphasized for complex audio. It targets research and academia, legal and compliance, media production, education, corporate teams, public sector and NGOs, and AI developers needing dependable, confidential text from audio.
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
Way With Words 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 | Way With Words | Zocks |
|---|---|---|
| Core capability | Human transcription with verbatim, intelligent verbatim, and time-coded options | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic (ASR) speech-to-text transcription in 50+ languages | Live meeting analysis during calls |
| Team usage | Video captioning and subtitles for accessibility and broadcast | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Secure account portal for audio/video upload (up to 8GB per file, batch uploads) | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Multiple turnaround tiers from express to several days | AI-drafted follow-up and client response emails |
| Best-fit workflow | Custom speech datasets for AI and ASR training programs | Pre-meeting preparation with agendas and client profiles |
Way With Words
Choose Way With Words if you need transcribing recorded corporate meetings, interviews, and focus groups into searchable text — strengths include human-reviewed transcripts suited to complex, multi-speaker audio like meetings and focus groups.
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.
Way With Words
Zocks
It depends on your workflow. Way With Words is strong for transcribing recorded corporate meetings, interviews, and focus groups into searchable text, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Way With Words 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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