Zocks Reseñas y Detalles del Producto

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. Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

Zocks ha hecho que nuestras reuniones sean más eficientes, ya que podemos pasar más tiempo en conversaciones intencionadas e ininterrumpidas con los clientes. El resumen de la reunión de Zocks se crea muy rápidamente y se personaliza según cómo te gustaría que se vean estos resúmenes. Nos tomamos el tiempo después de cada reunión para revisar los resúmenes y refinarlos según sea necesario, y la edición es muy fácil. Si tenemos preguntas, el equipo de soporte de Zocks responde muy rápidamente. Reseña recopilada por y alojada en G2.com.

A medida que editamos los resúmenes de las reuniones, hemos notado que a veces la información necesita ser cambiada, lo que afectaría la forma en que se redacta todo el resumen. A menudo, al proporcionar información adicional al asistente de IA, no reconoce los cambios que intentamos hacer sin revisar cada línea y editar. Reseña recopilada por y alojada en G2.com.

Uso Zocks en cada reunión, ya sea en persona o virtualmente. Zocks es fácil de usar y rápido de implementar. Me encanta la función de chat de IA que me permite hacer preguntas sobre la reunión o reuniones anteriores. Zocks hace que sea muy fácil asignar tareas de las reuniones y enviar correos electrónicos de seguimiento de las reuniones. Zocks también se integra con mi planificación, informes, correo electrónico y CRM para extraer datos para la preparación de reuniones. Lo que solía tomar de 30 a 60 minutos ahora me lleva menos de 5. A los clientes también les encantan los correos electrónicos de resumen de reuniones. Reseña recopilada por y alojada en G2.com.

No me gusta el hecho de que no haya un número de teléfono dedicado para el soporte al cliente. El primer nivel de soporte es todo IA o chat. No hay una forma directa de contactar con el soporte cuando lo necesitas. Si escalas tu problema, eventualmente te pondrás frente a un gran equipo de personas de soporte al cliente. Hasta entonces, solo estás tú y el chat. :( Reseña recopilada por y alojada en G2.com.

Lo que más me gusta de Zocks es lo bien que se integra con los sistemas que ya uso todos los días, incluyendo mi CRM, Outlook, software de planificación financiera y Zoom. También me gusta que puedo usarlo en llamadas telefónicas para tomar notas, lo que lo hace útil más allá de solo reuniones virtuales programadas. Ahorra una cantidad significativa de tiempo en notas de reuniones y seguimiento, y la publicación automática en mi CRM ayuda a mantener los registros actualizados sin crear más trabajo manual. Otro beneficio importante es que ayuda a respaldar el cumplimiento y la documentación de Reg BI, lo cual es importante en mi negocio. Reseña recopilada por y alojada en G2.com.

Como la mayoría de las herramientas tecnológicas, hay un aprendizaje inicial involucrado en averiguar cómo encajarlo mejor en su flujo de trabajo existente. Pero una vez que se integra en su proceso, el ahorro de tiempo y los beneficios de documentación lo hacen valer la pena. Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

No dislikes Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

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. Reseña recopilada por y alojada en G2.com.

I like how Zocks has templates specifically built for financial advisors, which helps me stay present in meetings while it captures structured notes and action items, and also provides me with a ready-to-copy and paste follow-up email wording. I appreciate the calendar integration, which allows Zocks to be set up ready to transcribe without the need for last-minute additions, keeping my workflow efficient. The templates for each meeting type aligned with financial planning conversations keep the meeting summary context properly written and in order. I find the automatic association of meetings with the correct client record and pulling in of relevant context ahead of time valuable. It gives me better summaries and task assignments that can be used with any meeting. Reseña recopilada por y alojada en G2.com.

The exported PDF file doesn't print out well. The format does not have proper margins, so the logo gets cut out and there are large gaps of space, and headings are separated from paragraphs. There is also a bit of a learning curve if you want to add customized templates. The options in the template section are very minimal and confusing. It's not user-friendly. Reseña recopilada por y alojada en G2.com.

I love how integrated Zocks is. It's very sharp and knows when to be in meetings, taking great notes better than I ever could on my own, and organizing them the same way each time. I like how I don't have to invite it to meetings as it automatically shows up, and I can use the live meetings app on my phone when I'm in an in-person meeting or on the go. Zocks allows me to be more connected and intentional with my planning clients, enabling me to be fully present and listen to what they're saying without focusing on taking notes. It helps me write up follow-up emails and document notes efficiently, saving me a couple of hours a day. Setup was super easy, just very simple. Reseña recopilada por y alojada en G2.com.

There's just so many tools on Zocks to use, and maybe I'm just not familiar with all of them. So just getting a better awareness for all that it can provide. Reseña recopilada por y alojada en G2.com.

I like the ease of using Zocks now that it's integrated into Zoom, as it automatically pops up whenever the meeting starts, making it easier to let my Zocks account into the meeting. Additionally, I appreciate that the report is ready right when the meeting completes. Unlike Zoom AI, which created long and overwhelming meeting recap notes, Zocks provides short, concise summaries broken into sections, making them much easier to read when I'm reviewing old meetings for upcoming ones. Moreover, the initial setup was fairly easy. Reseña recopilada por y alojada en G2.com.

I think understanding some of the internal workings of how I can you know, better set up email language or templates for certain types of meetings. It just feels overwhelming to set all that up and undertake that. Reseña recopilada por y alojada en G2.com.