Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Zocks when documenting client review and discovery meetings for compliance and records matters most, and daisee when monitoring regulatory compliance and flagging high-risk customer calls in sectors like finance and insurance matters most. Try them side by side on real calls before deciding — needs vary by team.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats.
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
Daisee is an Australian (Sydney-based) AI software company offering a cloud-based voice analytics and contact centre quality assurance platform. It captures audio by having organisations upload call recordings to a secure cloud endpoint, then transcribes the conversations using speech-to-text technology. Rather than reviewing only a sample of interactions, Daisee analyses 100 percent of calls and chat sessions, applying natural language processing and sentiment analysis to surface why customers are getting in touch. Core capabilities include a Programmable Scorecard that automates agent evaluation, daisee Essence for categorising call reasons and root-cause drivers, daisee Predictors for flagging likely complaints and churn, plus a Scorecard Builder and Report Builder for custom QA workflows. It supports both voice and chat channels and integrates with platforms such as Genesys Cloud, with partnerships listed including Microsoft and AWS. Daisee is aimed at contact centres and customer-experience teams in regulated sectors like financial services and insurance that need compliance monitoring, agent coaching insights, and automated quality assurance at scale.
Best suited for
Zocks is a free tier with paid upgrades (freemium); daisee is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Zocks | daisee |
|---|---|---|
| Core capability | AI note-taking with speaker attribution for client meetings | Automated transcription of 100% of voice calls |
| Standout feature | Live meeting analysis during calls | Programmable Scorecard for automated agent quality evaluation |
| Team usage | Automatic form filling for intake, fact-finder, and account-opening documents | Sentiment analysis and emotion detection across interactions |
| Integrations | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney | Compliance monitoring that flags high-risk and non-compliant calls |
| Languages & capture | AI-drafted follow-up and client response emails | Chat interaction analysis alongside voice |
| Best-fit workflow | Pre-meeting preparation with agendas and client profiles | Custom Report Builder and Scorecard Builder with industry templates |
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.
daisee
Choose daisee if you need automating quality assurance and agent scoring across an entire contact centre's call volume — strengths include analyses every interaction rather than a manual sample, reducing qa workload.
Zocks
daisee
It depends on your workflow. Zocks is strong for documenting client review and discovery meetings for compliance and records, while daisee is strong for automating quality assurance and agent scoring across an entire contact centre's call volume. Both transcribe and summarize meetings.
Zocks is a free tier with paid upgrades and daisee is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Zocks and daisee.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Zoho Meeting AI Transcription: Zoho Meeting's AI transcription turns online meetings and webinars into transcripts and auto-generated keynotes within the Zoho conferencing platform. This comparison weighs them on pricing, features, and everyday workflow fit.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. aTrain: Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. iFLYTEK AINOTE Air 2: Ultra-thin AI digital notebook from iFLYTEK that records meetings, transcribes voice to text, and syncs to a companion app. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. iFlyRec: iFLYTEK's Chinese AI transcription platform for recording-to-text, meeting minutes, and multilingual translation. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. iMemo: Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. ibisScribe: Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot. The right pick comes down to team size, budget, and the workflows you want to automate.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. Below, they line up on price, capture method, and how each fits a real meeting stack.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. meetXcc: Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. meetergo: German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes. This comparison weighs them on pricing, features, and everyday workflow fit.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. monday.com AI Notetaker: monday.com's native AI Notetaker joins video calls to transcribe, summarize, and turn discussions into action items inside the monday.com work platform. Below, they line up on price, capture method, and how each fits a real meeting stack.
Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. myMeet.ai: AI meeting assistant that joins calls to record, transcribe, summarize, and extract action items across video platforms. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.