Produkt-Avatar-Bild

Zocks

Bewertungsdetails anzeigen
264 Bewertungen
  • 1 Profile
  • 1 Kategorien
Durchschnittliche Sternebewertung
4.8
Betreut Kunden seit
2022
Profilfilter

Alle Produkte & Dienstleistungen

Profilname

Sternebewertung

243
31
0
0
0

Zocks Bewertungen

Bewertungsfilter
Profilname
Sternebewertung
243
31
0
0
0
David C.
DC
David C.
05/08/2026
Bestätigter Bewerter
Bewertungsquelle: Organisch

Effortless Client Meetings with Zocks

I really like the quick meeting function in Zocks; it's the best. I appreciate that it can record in-person meetings I'm attending, which is really useful. Another feature I enjoy is how it keeps track of what percentage of time I'm speaking versus the client, helping me see who is doing a better job listening and assisting. It's super helpful that many details are recorded on Zocks that I might not catch or remember, letting me review them later. The integration with my email works well, and compared to Zoom's AI products, I prefer Zocks because it's more secure and user-friendly. The initial setup was very easy and effortless, which I appreciated.
Duke L.
DL
Duke L.
Owner, Lyskin Financial Advisory
05/08/2026
Bestätigter Bewerter
Bewertungsquelle: Organisch

Effortless Note-Taking, Stellar Support

Zocks has enabled me to save countless amounts of time by streamlining my note taking for reviews and allowing me to focus on the client as opposed to the note taking. Jacob has been very helpful with every question I have had, and I really appreciate his expertise. The fact that it's so easy to link to phone calls and in person appointments has been very beneficial.
Verifizierter Benutzer in Finanzdienstleistungen
AF
Verifizierter Benutzer in Finanzdienstleistungen
05/08/2026
Bestätigter Bewerter
Verifizierter aktueller Benutzer
Bewertungsquelle: Organisch

Helpful Automatic Notes, but Templates Are Hard to Understand

I like the ability to have all of our notes taken for us, that is very helpful

Über

Kontakt

Hauptsitz:
San Francisco, CA

Sozial

@zocksio

Was ist Zocks?

Zocks is the AI Assistant that transforms how financial advisors and firms capture, organize, and leverage client information to better serve their clients, scale their practices, and grow AUM. It saves advisors 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, and more. This sets advisors free to focus on what matters most: their clients.

Details

Gründungsjahr
2022
Webseite
zocks.io