Zocks Reviews & Product Details

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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Zocks has made our meetings more efficient, as we are able to spend more time in intentional and uninterrupted conversation with clients. Zocks' meeting summary is created very quickly and is personalized to how you'd like these summaries to look. We take time after each meeting to go through the summaries and refine as needed, and editing is very easy. If we have questions, Zocks support team is very prompt in their responses. Review collected by and hosted on G2.com.

As we edit meeting summaries, we've noticed that information can sometimes need changed that would effect the way the entire summary is written. Oftentimes, when telling the AI assistant additional information, it does not recognize the changes we are trying to make without going through each line and editing. Review collected by and hosted on G2.com.

I use Zocks in every meeting, whether in-person or virtually. Zocks is easy to use and quick to implement. I love the AI chat feature that allows me to ask questions about the meeting or previous meetings. Zocks makes it super easy to assign tasks from meetings and send meeting follow-up emails. Zocks also integrates with my planning, reporting, email, and CRM to pull data for meeting prep! What used to take 30-60 minutes now takes me less than 5. Clients love the meeting recap emails as well. Review collected by and hosted on G2.com.

I dislike the fact that there's no dedicated customer support phone number. First line support is all AI or chat. There's no direct way to contact support when you need it. If you escalate your issue, you will eventually get in front of a great team of customer support people. Until then, it's just you and the chat. :( Review collected by and hosted on G2.com.

What I like best about Zocks is how well it integrates with the systems I already use every day, including my CRM, Outlook, financial planning software, and Zoom. I also like that I can use it on phone calls for note taking, which makes it useful beyond just scheduled virtual meetings. It saves a significant amount of time on meeting notes and follow-up, and the automatic posting into my CRM helps keep records current without creating more manual work. Another major benefit is that it helps support compliance and Reg BI documentation, which is important in my business. Review collected by and hosted on G2.com.

Like most technology tools, there is some upfront learning involved in figuring out how to best fit it into your existing workflow. But once it is integrated into your process, the time savings and documentation benefits make it worthwhile. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

We chose Zocks over Jump because Zocks doesn’t record, automates more things (like emails), and is easier to use. It’s also very accurate and provides better, more actionable insights. On top of that, it has stronger integrations with systems and tools (CLIC), and the customer service is better as well—they’re extremely friendly and helpful. Review collected by and hosted on G2.com.

I honestly can’t say there’s anything I dislike about Zocks. It’s a real time-saver and makes things so much easier. Review collected by and hosted on G2.com.

Zocks has streamlined operations around meeting prep and post-meeting analysis, enabling our advisors to spend more time in their highest and best use of advising clients. Review collected by and hosted on G2.com.

We have a structure where 2 advisors are frequently in client meetings. It was a bit of a challenge to figure out how to make the best use of our seats, but Zocks was very helpful in helping us work out the most effective way to deploy the notetaker. Review collected by and hosted on G2.com.

I think Zocks is a pretty easy to use form and template. I really appreciate the technology and how efficient it is in capturing meeting notes within seconds after a client meeting is completed. Zocks gives me a lot more efficiency in my meeting notes and helps improve my process. Using Zocks captures notes in an incredible amount of quicker time than typing on a Microsoft Word document. The initial setup was fairly easy. It is incredible with how much time I have gotten back by implementing this technology. Review collected by and hosted on G2.com.

I think there are a massive amount of templates that could be used, and fine-tuning those templates is where it could be helpful to work more specifically with each adviser to make sure they have the right template for the client meeting that they're having. Review collected by and hosted on G2.com.