Zocks Bewertungen & Produktdetails

It is a massive time saver. It lets me stay in the moment with clients during meetings, whether that is in person, video or phone. I am not worried about taking hand written notes. I am more engaged with them. It captures all the little things that could have been forgotten previously. It syncs the notes with the CRM so that staff can read it. It is extremely fast/timely with the review summaries. Let's me share that with the client so we are all on the same page, immediately after the meeting. It is fairly easy to get up and running from the start so even a novice "AI" person can get their comfort up to speed with it. For the cost, it is a clear winner in the tech stack for me. Bewertung gesammelt von und auf G2.com gehostet.

It is not a dislike with Zocks but more with how some of the integrations take some additional steps to integrate with permissions and such. I also wish the iPad or iPhone app would stay logged in. When traveling away from office, the lack of wifi and constantly needing to re sign in has left me lacking in some meetings and that feels like a missed opportunity that the software could fix. Bewertung gesammelt von und auf G2.com gehostet.

Zocks is truly amazing. It has opened our eyes to using AI. It is the first real AI tool that i can say has saved our money/time. We use it daily in all our meetings with our clients and our employee meetings. We have just been using it basic but we are excited to work with the integrations that are coming out. We use it to onboard new clients and help organize existing clients. We are saving roughly 1-2 hours per client meeting. The follow up email has made our clients feel like they are getting a different level advisor. And the to do list has seriously been a game changer. When I have a meeting and forget to start zocks it makes me sick to my stomach thinking that i will miss something. That's how you know you have a good product. I have recommended Zocks to dozens of my clients and business partners. I do like that is compliant as it does not record but transcribes everything. And i love the Ai part that i can go back and ask questions on the meeting that will make impression as an advisor with an amazing memory. Helps me be a top performer. Bewertung gesammelt von und auf G2.com gehostet.

i would say that you have to manually remember to start the meeting but i dont see any way around it. And its truly set up for financial advisors so if wanted to use for other purposes i need to tweak it a bit. Bewertung gesammelt von und auf G2.com gehostet.

Zocks hat unsere Meetings effizienter gemacht, da wir mehr Zeit in gezielte und ununterbrochene Gespräche mit Kunden investieren können. Die Zusammenfassung der Meetings von Zocks wird sehr schnell erstellt und ist personalisiert, wie Sie möchten, dass diese Zusammenfassungen aussehen. Wir nehmen uns nach jedem Meeting Zeit, um die Zusammenfassungen durchzugehen und bei Bedarf zu verfeinern, und das Bearbeiten ist sehr einfach. Wenn wir Fragen haben, ist das Support-Team von Zocks sehr schnell in ihren Antworten. Bewertung gesammelt von und auf G2.com gehostet.

Beim Bearbeiten von Sitzungszusammenfassungen haben wir festgestellt, dass Informationen manchmal geändert werden müssen, was die Art und Weise beeinflussen kann, wie die gesamte Zusammenfassung geschrieben wird. Oftmals erkennt der KI-Assistent die Änderungen, die wir vornehmen möchten, nicht, ohne jede Zeile durchzugehen und zu bearbeiten. Bewertung gesammelt von und auf G2.com gehostet.

Ich benutze Zocks in jedem Meeting, egal ob persönlich oder virtuell. Zocks ist einfach zu bedienen und schnell zu implementieren. Ich liebe die KI-Chat-Funktion, die es mir ermöglicht, Fragen zum Meeting oder zu früheren Meetings zu stellen. Zocks macht es super einfach, Aufgaben aus Meetings zuzuweisen und Nachfass-E-Mails zu Meetings zu senden. Zocks integriert sich auch mit meiner Planung, Berichterstattung, E-Mail und CRM, um Daten für die Meeting-Vorbereitung abzurufen! Was früher 30-60 Minuten dauerte, dauert jetzt weniger als 5 Minuten. Auch die Kunden lieben die Meeting-Zusammenfassungs-E-Mails. Bewertung gesammelt von und auf G2.com gehostet.

Ich mag es nicht, dass es keine spezielle Kundensupport-Telefonnummer gibt. Der erste Support ist alles KI oder Chat. Es gibt keinen direkten Weg, den Support zu kontaktieren, wenn man ihn braucht. Wenn man sein Problem eskaliert, kommt man schließlich zu einem großartigen Team von Kundensupport-Mitarbeitern. Bis dahin ist man allein mit dem Chat. :( Bewertung gesammelt von und auf G2.com gehostet.

Was mir an Zocks am besten gefällt, ist, wie gut es sich in die Systeme integriert, die ich bereits täglich nutze, einschließlich meines CRM, Outlook, Finanzplanungssoftware und Zoom. Ich mag auch, dass ich es bei Telefonaten für Notizen verwenden kann, was es über geplante virtuelle Meetings hinaus nützlich macht. Es spart eine erhebliche Menge an Zeit bei Besprechungsnotizen und Nachverfolgung, und das automatische Posten in mein CRM hilft, die Aufzeichnungen aktuell zu halten, ohne mehr manuelle Arbeit zu schaffen. Ein weiterer großer Vorteil ist, dass es die Einhaltung von Vorschriften und die Reg BI-Dokumentation unterstützt, was in meinem Geschäft wichtig ist. Bewertung gesammelt von und auf G2.com gehostet.

Wie bei den meisten technologischen Werkzeugen ist ein gewisses anfängliches Lernen erforderlich, um herauszufinden, wie es am besten in Ihren bestehenden Arbeitsablauf passt. Aber sobald es in Ihren Prozess integriert ist, machen die Zeitersparnis und die Dokumentationsvorteile es lohnenswert. Bewertung gesammelt von und auf G2.com gehostet.

I love using Zocks for its incredible note-taking capabilities, allowing me to focus on my clients during meetings without worrying about documentation. The AI tool within Zocks is extremely helpful and intelligent, consistently performing tasks exactly as I want. I also enjoy the custom templates, which become really easy to use once set up. Additionally, I appreciate the employees at Zocks who are always ready to jump in and help when needed. The initial setup of Zocks was very easy, which made it convenient to get started. Bewertung gesammelt von und auf G2.com gehostet.

The templates are helpful but I needed someone to make them for me. Prompting the system for that specific case is difficult. They are difficult to create, not use. I don't know how to create them. Bewertung gesammelt von und auf G2.com gehostet.

I like that Zocks accurately captures information from meetings for my team and me to review. This feature means I'm not missing things and allows me to be more present with the client during meetings, knowing that Zocks takes accurate notes. It's really helpful because I can refer back to these notes when prepping for my next meeting or when my team is creating action item lists from past meetings. Everybody stays on the same page. Additionally, the initial setup was very easy. Bewertung gesammelt von und auf G2.com gehostet.

I wish I could integrate it a little bit more with our CRM. It would be great if it auto generated tasks for each team member based on their roles and responsibilities. In addition, I would love it to auto schedule the next meeting as well. The customization is not something that we've taken the time to understand how to do yet. Bewertung gesammelt von und auf G2.com gehostet.

I really like the way Zocks integrates with my CRM system; it's extraordinarily helpful. It allows me to update tasks and send them out to my team automatically, saving me about ten to fifteen minutes per meeting on follow-up time. Plus, the system pushes tasks and information to our contacts and CRM, so I don't have to manually enter that after the meeting. Lastly, the initial setup process was very easy. Bewertung gesammelt von und auf G2.com gehostet.

Just the integration with my calendar, I think that might be more of an issue with my broker dealer than with them. But it would be nice if it would be able to kind of see my calendar ahead of time and help me plan for meetings. And then the other thing is that the app doesn't let you connect with your CRM. You can just look at the meeting summaries I have to go on to the browser to actually do the connections to my CRM system. Bewertung gesammelt von und auf G2.com gehostet.

I find Zocks to be extremely helpful for my team during meetings, whether virtual or in-person. It's great at taking notes and putting together meeting summaries, follow-up emails, and action items, which has made us much more efficient. I appreciate how Zocks saves us time and helps us stay organized, ensuring we don't miss important details or action items. It keeps better notes than I ever could and allows me to focus on the conversations instead of capturing details. The wrap-up feature, which generates a final product with all notes, action items, and the email component, has been a massive time saver and helps keep us very organized. Plus, the initial setup was very easy. Bewertung gesammelt von und auf G2.com gehostet.

No dislikes Bewertung gesammelt von und auf G2.com gehostet.

Zocks is stunningly accurate, and I’m able to take fewer notes during client meetings than I used to. After each meeting, I capture the Meeting Details and Meeting Summary and save them in each client’s folder and in my CRM, which really supports my note-taking process. I also add the Follow Up tasks to both my task list and my assistants’ task lists, and that’s helping ensure things don’t fall through the cracks.

The Follow Up email that Zocks generates is solid and usually only needs a little finessing before I feel confident sending it to clients after a meeting. Another feature I use often is the “Explain” feature in Meeting Details. I use it after I’ve left a voicemail for a client, and it helps me capture my exact words so I can enter them into my CRM.

So far, I’m thrilled with Zocks—the notes it captures are more eloquent than I am. I also have a hearing problem, and Zocks catches some things clients say that I might not pick up on, which has been very helpful. Bewertung gesammelt von und auf G2.com gehostet.

It's not perfect, but no AI tool will be perfect. I have some difficulty figuring out the best meeting type to use, since I want to capture different types of notes if I with a client versus at a conference versus meeting with colleagues. Zocks sometimes cannot recognize different voices. Lastly, this is both a positive and a negative - the notes capture pretty much everything that was said, so it's a lot of material to wade through post-meeting. Bewertung gesammelt von und auf G2.com gehostet.