GReminders vs Zocks (2026)
The decision between GReminders and Zocks turns on whether your firm wants a recording kept and scheduling bundled in, or no recording at all and deep writes into planning software. GReminders joins the call as a participant, records it, and stores the recording and transcript under the firm's retention settings, so every summary can be compared with what was said. Zocks never records audio or video, keeps transcripts and summaries that firms can schedule for deletion, and fills more than 370 fields in eMoney or RightCapital from one conversation. GReminders also runs booking pages and SMS, email and voice reminders, while Zocks offers native scheduling only on its top tier. Both publish prices, from $69 a month for GReminders and $67 per user a month billed annually for Zocks. Zocks names a SOC 2 Type II attestation with a public control list, while GReminders lists certifications jointly with its cloud provider. GReminders names Azure OpenAI, and Zocks names no model provider.
- You want the recording kept. The GReminders notetaker stores the recording and full transcript under the firm's retention settings, so any summary can be compared with what was said.
- You want scheduling, reminders and notes in one subscription. GReminders runs booking pages with routing and round robin assignment, SMS, email and voice reminders and the notetaker, from $69 a month on Essentials.
- Your firm runs Redtail. GReminders works inside the CRM itself, with a meeting tab holding summaries, briefs and bookings in each client record.
- Your broker dealer already approved it. Osaic approved GReminders for more than 11,000 affiliated professionals, and it is built into Infinet, the Osaic Institutions platform used by more than 250 financial institutions.
- You want no recording to exist at all. Zocks transcribes calls with speaker attribution and never records audio or video, and each firm can schedule transcripts and summaries for deletion by the hour, day or month.
- Your planners rebuild plans by hand after discovery meetings. Zocks fills more than 370 fields in eMoney or RightCapital from a single conversation and writes back to more than 40 systems.
- You want a public list of security controls. Zocks names its SOC 2 Type II attestation and lists its controls by area on its security page, including annual penetration testing and removal of customer data when a customer leaves.
- You want questions answered across the whole book. Zocks surfaces held away assets, planning opportunities and major life events across clients, and its MCP server lets advisers reach that data from Claude, ChatGPT or Gemini.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. GReminders and Zocks are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| GReminders | Zocks | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | 2020 | 2022 |
| Headquarters | Los Angeles, California, United States | San Francisco, California, United States |
| Website | www.greminders.com | www.zocks.io |
Side by Side
Select any grade to read the note behind it.
| Axis | G GReminders |
Z Zocks |
|---|---|---|
| AI Centrality | ||
| Autonomy and Oversight Model | ||
| Model Risk Management and Transparency | ||
| Operational and Outcome Evidence | ||
| AI Safety and Data Stewardship | ||
| GLBA and Data Privacy Posture | ||
| Security Certifications and Trust Center | ||
| Regulatory Status and Licensure | ||
| AI Governance and Bias Disclosure | ||
| AI Liability and Recourse | ||
| Model Supply Chain Disclosure | ||
| Core Systems and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
GReminders
GReminders is a meeting management platform for financial advisers that combines scheduling, client reminders and an AI notetaker. The notetaker joins video calls as a participant or records in person meetings, keeps the recording and transcript under the firm's retention settings, and writes summaries, tasks, follow up emails and pre meeting briefs. It runs inside Orion's Redtail and writes back to Wealthbox, Salesforce, Microsoft Dynamics and Advyzon, and Osaic approved it for more than 11,000 affiliated professionals. According to the AI FinTech Index, Essentials costs $69 a month and Business $132. GReminders runs on Microsoft Azure OpenAI and archives to Smarsh, Global Relay, Veritas and Archive Intel.
Source: AI FinTech Index, 2026
Zocks
Zocks is an AI platform for financial advisers that turns client conversations into structured data. Its assistant joins calls and transcribes them with speaker attribution, never recording audio or video. It then prepares meetings, writes notes, fills forms, drafts client emails and answers questions across a whole book, such as which clients hold assets elsewhere. Zocks reads from and writes back to more than 40 systems, filling more than 370 fields in eMoney or RightCapital from one conversation, and connects Claude, ChatGPT and Gemini through MCP. Plans run from $67 to $184 per user a month billed annually. Zocks names a SOC 2 Type II attestation with a public control list and says captured data never trains language models.
Source: AI FinTech Index, 2026
Common questions
Is GReminders better than Zocks?
It depends on your recording policy and where you want the AI to write. GReminders fits a firm that wants recordings kept, scheduling and reminders bundled in, and a tool that runs inside Redtail. Zocks fits a firm that wants no recording ever, notes with speaker attribution and planning software filled from a single conversation. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either keep a recording?
GReminders does, with the recording and full transcript kept under the firm's retention settings. Zocks never records audio or video and keeps only transcripts and summaries, which firms can delete on demand or on a schedule by the hour, day or month. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
What do GReminders and Zocks cost?
GReminders Essentials starts at $69 a month and Business at $132. Zocks costs $67, $117 or $184 per user a month billed annually for Essentials, Professional and Ultimate, or $80, $140 and $220 monthly. GReminders does not say whether its figures are per user. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
How does each handle supervision and archiving?
Both archive to Smarsh and Global Relay. GReminders also journals to Veritas and Archive Intel, writes reminders to the CRM as an audit trail and offers a weekly compliance digest. Zocks archives transcripts to Proofpoint as well and lets each firm set its own retention policy down to individual records. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers.
GReminders' features and prices come from its product, pricing and security pages and its terms of use, last updated 3 April 2026. Zocks' come from its pricing and privacy and security pages, its summary for AI assistants and its terms of service, last updated 8 October 2025. In the T3/Inside Information 2026 Software Survey, Zocks had 10.22 percent of the notetaker market and GReminders 2.00 percent. Neither publishes an accuracy figure for its notes.