Wildix Revenue Intelligence and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Wildix Revenue Intelligence: AI revenue intelligence built into the Wildix unified communications platform, analyzing recorded sales calls, video meetings, and chats with conversation analytics and natural-language dashboards. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Wildix Revenue Intelligence when sales managers monitoring call quality and coaching reps across recorded conversations matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI revenue intelligence built into the Wildix unified communications platform, analyzing recorded sales calls, video meetings, and chats with conversation analytics and natural-language dashboards.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Wildix Revenue Intelligence 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 | Wildix Revenue Intelligence | Zocks |
|---|---|---|
| Core capability | AI analysis of recorded voice calls, video meetings, conferences, and chats | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic transcription with conversation highlights and AI-generated next steps | Live meeting analysis during calls |
| Team usage | Sentiment detection, predicted CSAT signals, and key-moment identification | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Behavioral metrics such as talk-to-listen ratio and filler-word tracking | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Natural-language dashboard and module creation via the Ask Wilma AI assistant | AI-drafted follow-up and client response emails |
| Best-fit workflow | Metadata capture for unrecorded interactions to reduce blind spots | Pre-meeting preparation with agendas and client profiles |
Wildix Revenue Intelligence
Choose Wildix Revenue Intelligence if you need sales managers monitoring call quality and coaching reps across recorded conversations — strengths include built into an existing ucaas platform, so call and meeting data is captured natively.
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.
Wildix Revenue Intelligence
Zocks
It depends on your workflow. Wildix Revenue Intelligence is strong for sales managers monitoring call quality and coaching reps across recorded conversations, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Wildix Revenue Intelligence 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 and the budget is justified.