Last updated April 13, 2026 · By Quiet Machines
Zocks earned its reputation for a reason: it's SOC 2 Type II, it stores only the notes — no audio, no video — and it passes security review at firms where other tools don't. If privacy is your gating concern, start with Zocks. This page is for the firms asking what comes after the meeting layer.
Zocks owns the meeting; the rest of your week stays manual. We wire the rest. See Wealthbox + Claude and Wealthbox + Zoom for what an end-to-end install looks like.
Book a demo →Zocks is built for advisors who need the note-taking win without the security review nightmare. It's SOC 2 Type II certified, stores only text (no audio/video), integrates cleanly with the major advisor CRMs, and is priced per advisor per month. Among the Jump/Zocks/Finmate/Zeplyn cohort, Zocks is the one that wins enterprise-grade security reviews most easily.
Quiet Machines doesn't compete with Zocks — it wraps around it. We come in, watch how your firm actually works, and install a stack of AI workflows on top of your existing stack. If you already use Zocks, we wire it into your Client Brain and everything else. If you don't, we'll either install it for you or build the meeting layer in Claude directly.
| Zocks | Quiet Machines | |
|---|---|---|
| Category | AI meeting notetaker (self-serve SaaS) | Installation service (on-site residency) |
| What it does | Captures notes, drafts emails, updates CRM | Installs workflows across meetings, leads, compliance, content, and ops |
| Security posture | SOC 2 Type II, no audio/video stored | We use whatever your firm is already approved to use |
| Works with Zocks? | Yes — it is Zocks | Yes — we wire Zocks into the Client Brain and the rest of the stack |
| Human training | Self-serve onboarding + docs | Two full days of in-person training with your whole team |
| Pricing | ~$67–$120/mo per seat | $50,000 flat, 8 months, everything included |
| Covers lead scoring | No | Yes |
| Covers compliance review | No | Yes |
| Covers content & AEO | No | Yes |
| If something breaks | Submit a ticket | Call the human who built it |
For many firms, yes — if meetings are your only real pain and your other systems are humming. Zocks is a genuinely excellent tool. We only show up when there are six other things the AI should be doing too.
If you want us to, yes. More commonly, firms are already using Zocks when we arrive and we wire it into the rest of the Client Brain and the other workflows.
We don't need to — we don't become a vendor. The tools we wire in (Zocks, Claude, your CRM) all stand on their own security posture. We're the human who installs them.
Every tool is in your name, on your bill, with your data. You keep everything we built. The residency produces an Operator Runbook your team can run from — with or without us.
When the firm only needs the one capability Zocks provides and doesn't want a broader installed system. If your only gap is meeting-note capture, Jump or Zocks is faster to deploy than a full QM install. If you have six gaps, an installed system pays back faster.
Yes, and many of our clients do. We're tool-agnostic — we'll wire Zocks into the broader stack if you already pay for it. The workflows don't replace point tools; they connect and orchestrate them.
You don't switch — you add. Keep Zocks running while we install. After 60 days, decide whether Zocks is still earning its monthly fee. Most firms keep it for the workflow it's best at and let QM handle the rest.
Quiet Machines: $50,000 install + ~$2,500/mo optional retainer = $80,000 over 24 months. Zocks's typical SaaS pricing in this category runs $300-1,500/mo per seat, so a 5-seat firm is at $36K-180K over the same window. Apples to oranges — different scope — but the math is comparable.
We run a free Digital Visibility & AI-Readiness Audit on your firm. You'll see exactly where you stand — and whether a tool, a team, or a residency is the right next step.
Book a demo →