#1 Zocks Alternative
The AI note taker that fits every team, not just the advisor desk
Fellow offers AI meeting notes with configurable capture, decoupled retention, and the enterprise governance breadth that Zocks doesn't.
Works with
No Credit Card Required
#1 Zocks Alternative
The AI note taker that fits every team, not just the advisor desk
Fellow offers AI meeting notes with configurable capture, decoupled retention, and the enterprise governance breadth that Zocks doesn't.
Works with
No Credit Card Required
#1 Zocks Alternative
The AI note taker that fits every team, not just the advisor desk
Fellow offers AI meeting notes with configurable capture, decoupled retention, and the enterprise governance breadth that Zocks doesn't.
Works with
No Credit Card Required
Trusted by the most productive teams
Comparison
One platform for advisors and everyone else at the firm
Fellow gives you the full retention spectrum — keep audio and video, delete on a schedule, decouple raw recordings from AI summaries, or run Zero-Day Retention — with the enterprise governance controls to back every posture, across every team.
With
"Pull up the recording, it's right here."
"Raw audio auto-deleted. Summary kept."
"The audit log exported for the exam."
"Redact that — transcript and audio."
With
"There's no recording to go back to."
"Can the non-advisor teams use this too?"
"Is there a BAA we can put on file?"
"Does it integrate with Okta via SCIM?"
Feature
Feature
Feature
Meeting preparation
Meeting preparation
Meeting preparation
AI meeting summaries
AI meeting summaries
AI meeting summaries
Draft follow-up emails
Draft follow-up emails
Draft follow-up emails
Transcript redaction
Transcript redaction
Transcript redaction
Botless recording option (no bot joins virtual calls)
Botless recording option (no bot joins virtual calls)
Botless recording option (no bot joins virtual calls)
Audio recording
Audio recording
Audio recording
Video recording
Video recording
Video recording
Pause / resume recording with logged audit event
Pause / resume recording with logged audit event
Pause / resume recording with logged audit event
Cross-functional fit (ops, leadership, advisors)
Cross-functional fit (ops, leadership, advisors)
Cross-functional fit (ops, leadership, advisors)
Collaborative agendas for internal calls
Collaborative agendas for internal calls
Collaborative agendas for internal calls
No credit card required
No credit card required
Feature
Why Financial Services Teams are Switching from Zocks to Fellow
Fellow gives compliance the governance levers they need — and the rest of the firm a meeting platform that fits every team and meeting (operations, leadership), not just the financial advisors.
AI meeting notes
The full retention spectrum, not a single fixed posture
Zocks' architecture eliminates source audio and video by design. That's a strong compliance posture, but it's the only posture available. Fellow lets you choose: keep full audio and video under workspace-enforced policy, auto-delete recordings on a configurable schedule, retain AI summaries on a longer window while deleting raw transcripts (decoupled retention), or turn on Zero-Day Retention so source recordings and transcripts aren't retained after processing. Same compliance outcome when you need it. Recordings, clips, and full transcripts when you don't.
AI meeting notes
The full retention spectrum, not a single fixed posture
Zocks' architecture eliminates source audio and video by design. That's a strong compliance posture, but it's the only posture available. Fellow lets you choose: keep full audio and video under workspace-enforced policy, auto-delete recordings on a configurable schedule, retain AI summaries on a longer window while deleting raw transcripts (decoupled retention), or turn on Zero-Day Retention so source recordings and transcripts aren't retained after processing. Same compliance outcome when you need it. Recordings, clips, and full transcripts when you don't.
Enterprise
Privacy and security
Governance breadth your compliance team can verify in writing
Both Fellow and Zocks are SOC 2 Type II certified and state they don't train on customer data. Where they diverge: Fellow publicly documents HIPAA eligibility with a BAA, GDPR readiness, AES-256 encryption, SSO and SCIM for identity lifecycle automation, a Super Admin API for programmatic retention management and exam-ready audit-log export, and retention controls designed to support litigation-hold obligations. Zocks claims HIPAA compliance but doesn't publicly reference a BAA, doesn't document SCIM, GDPR, AES-256 by name, or a programmatic retention API. When your compliance team asks for the paper trail, Fellow has it published.
Enterprise
Privacy and security
Governance breadth your compliance team can verify
Both Fellow and Zocks are SOC 2 Type II certified and state they don't train on customer data. Where they diverge: Fellow publicly documents HIPAA eligibility with a BAA, GDPR readiness, AES-256 encryption, SSO and SCIM for identity lifecycle automation, a Super Admin API for programmatic retention management and exam-ready audit-log export, and retention controls designed to support litigation-hold obligations. Zocks claims HIPAA compliance but doesn't publicly reference a BAA, doesn't document SCIM, GDPR, AES-256 by name, or a programmatic retention API. When your compliance team asks for the paper trail, Fellow has it published.
Enterprise
Privacy and security
Governance breadth your compliance team can verify in writing
Both Fellow and Zocks are SOC 2 Type II certified and state they don't train on customer data. Where they diverge: Fellow publicly documents HIPAA eligibility with a BAA, GDPR readiness, AES-256 encryption, SSO and SCIM for identity lifecycle automation, a Super Admin API for programmatic retention management and exam-ready audit-log export, and retention controls designed to support litigation-hold obligations. Zocks claims HIPAA compliance but doesn't publicly reference a BAA, doesn't document SCIM, GDPR, AES-256 by name, or a programmatic retention API. When your compliance team asks for the paper trail, Fellow has it published.
AI agent
Ask Fellow
Ask Fellow: One AI agent, every team, every meeting
Ask Fellow is a natural-language AI agent across your entire meeting history — client calls, internal standups, leadership reviews, board meetings, in-person and hybrid. Query any meeting you have access to, generate follow-up emails, draft CRM updates, produce regulatory meeting summaries, all grounded in what was actually said. Zocks' AI is purpose-built for advisor workflows — CRM updates, client recap notes, form population. Fellow's works for every team the firm runs on.
AI agent
Ask Fellow
Ask Fellow: One AI agent, every team, every meeting
Ask Fellow is a natural-language AI agent across your entire meeting history — client calls, internal standups, leadership reviews, board meetings, in-person and hybrid. Query any meeting you have access to, generate follow-up emails, draft CRM updates, produce regulatory meeting summaries, all grounded in what was actually said. Zocks' AI is purpose-built for advisor workflows — CRM updates, client recap notes, form population. Fellow's works for every team the firm runs on.
Send your meeting notes anywhere with Fellow
Send your meeting notes anywhere with Fellow
Send your meeting notes anywhere with Fellow
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Frequently asked questions
One platform for advisors and everyone else at the firm
Fellow gives you the full retention spectrum, enterprise governance breadth, and a meeting platform that fits the whole firm — from the advisor desk to the engineering floor.
One platform for advisors and everyone else at the firm
Fellow gives you the full retention spectrum, enterprise governance breadth, and a meeting platform that fits the whole firm — from the advisor desk to the engineering floor.
One platform for advisors and everyone else at the firm
Fellow gives you the full retention spectrum, enterprise governance breadth, and a meeting platform that fits the whole firm — from the advisor desk to the engineering floor.