--- title: Zocks Reviews meta_title: 'Zocks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 339 reviews by the users' company size, role or industry to find out how Zocks works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 339 scale: '5' date_modified: '2026-06-15' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Zocks Reviews **Vendor:** Zocks **Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 339 ## About Zocks Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, document processing, and more. This sets you free to focus on what matters most: your clients. With Zocks, you can: Focus on Your Client While Zocks Takes Notes Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM and financial planning tools, and writes a follow-up email. Instantly Fill Out Forms Like Client Intake & Account Openings Zocks automatically fills out intake, fact finder and account forms, and more, so you can close more prospects and provide a better client experience. Reply to Client Emails in Seconds Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service. Get Detailed Reporting on Your Client Conversations Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more. To learn more and start a free trial, visit zocks.io. ## Zocks Reviews ### 1. Enhances Meeting Prep, Needs Better Outlook Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Trace S. **Reviewed Date:** December 12, 2025 **What do you like best about Zocks?** I like Zocks for meeting prep. Its integrations with CRM and planning software are helpful in getting ready for what's likely to be discussed in upcoming meetings. Setting up my personal integrations was very easy, which I appreciate. **What do you dislike about Zocks?** I don't like that there's inconsistency in capturing upcoming meetings from Outlook Calendar. Sometimes it doesn't capture upcoming meetings, so I have to manually create them in Zocks. **What problems is Zocks solving and how is that benefiting you?** Zocks ensures there's always a note taker and offers a review of previous meetings. Its CRM and planning software integrations make meeting prep easier by anticipating discussion points. ### 2. A Real Time-Saver for Client Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Zocks?** What I like best about Zocks is how much time it saves without adding complexity. It streamlines meeting prep, follow-ups, and documentation in a way that fits naturally into existing workflows, so you can focus more on client conversations instead of admin work. **What do you dislike about Zocks?** Nothing so far. It has been an incredible addition. **What problems is Zocks solving and how is that benefiting you?** Zocks solves the problem of time-consuming meeting prep, follow-ups, and documentation. By reducing manual admin work and keeping everything organized in one place, it frees up time to focus on clients and higher-value work, making workflows smoother and more consistent overall. ### 3. Easy to Implement and a Great Fit for Financial Advisory **Rating:** 4.0/5.0 stars **Reviewed by:** Ronald M. | Branch Manager and Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Zocks?** Ease of use and implementation. works with my industry. Financial advisory. **What do you dislike about Zocks?** It makes some assumptions that are not always accurate. **What problems is Zocks solving and how is that benefiting you?** Extensive notes and specifics that I would never include. It also remembers information that relate to the meeting from beginning to end. Very good feature. ### 4. Super Helpful, with the Best Follow-Up Emails **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Zocks?** Super helpful, and the follow-up emails are the best. **What do you dislike about Zocks?** The connectivity has still not been working the best. More specifically what I mean is the auto connect feature through Zoom. **What problems is Zocks solving and how is that benefiting you?** It is solving having to have two advisors in on one call and is providing great. Follow up and details for our staff. ### 5. Effortless Meeting Management and Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Dallas K. | Service Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2025 **What do you like best about Zocks?** Zocks has truly simplified meeting preparation, note-taking, and follow-up for me. Having everything organized in one place makes it incredibly easy to keep track of details. Its integration with our other software has also saved me a significant amount of time. **What do you dislike about Zocks?** The full meeting notes and AI-generated information take a little time to be completed after the meeting, but the details provided are still very helpful. **What problems is Zocks solving and how is that benefiting you?** Preparing for meetings, taking notes, and handling follow-ups have all become much easier. This has saved me a significant amount of time in my daily routine. ### 6. Happy Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Zocks?** It makes meetings easier, due to not having to take notes. It makes following up easier, due to putting together recap emails. It pulls out all of the relevant information for storage, and helps me organize action steps. **What do you dislike about Zocks?** There are very few things that I dislike. I just wish my company would approve all of the integrations. **What problems is Zocks solving and how is that benefiting you?** My support and I went from looking into hiring a new assistant, to suddenly having a few extra hours a week. The impact was huge, and it is only going to get better. ### 7. Zocks is a must for financial advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** Zocks has been an amazing AI tool. It has helped with our note taking, meeting prep and follow up, and will continue to save us time across our entire business. **What do you dislike about Zocks?** The only downside to Zocks is not specific to Zocks, but any AI tool, is that there are still some mistakes and the tool still requires some human in the loop. **What problems is Zocks solving and how is that benefiting you?** Zocks is an AI note taker that is helping me stay more engaged in client meetings. It is also expediting my follow up to clients and saving me time dictating after meetings. ### 8. Effortless Note-Taking with Mainly Reliable Results **Rating:** 4.0/5.0 stars **Reviewed by:** Mitchell D. **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I find Zocks easy to use and mostly reliable. It does a good job of breaking things down and getting the important information, which helps save time spent on taking notes and following up on action items. The initial setup was easy, too, and in general, it's a good service. **What do you dislike about Zocks?** It doesn't catch everything, I still take notes on paper and sometimes it misses things. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for note-taking. It reduces my time spent on recording and following up on action items, breaking things down to get important info easily. ### 9. Time-Saving Dictation with Seamless Email Prep **Rating:** 5.0/5.0 stars **Reviewed by:** Rick O. **Reviewed Date:** November 11, 2025 **What do you like best about Zocks?** I really appreciate how Zocks saves me a tremendous amount of time through its dictation capabilities. The fact that it can summarize my conversations with clients and prepare an email is incredibly valuable to me. Additionally, the initial setup of Zocks was very easy, which made the transition swift and hassle-free. I also like how seamlessly Zocks integrates with Redtail Technology CRM, allowing for a smooth workflow between tools. These features collectively make Zocks a tool I would very likely recommend to friends or colleagues. **What do you dislike about Zocks?** Nothing **What problems is Zocks solving and how is that benefiting you?** I find Zocks saves me a tremendous amount of time by summarizing conversations with clients and preparing emails. ### 10. Can’t imagine client meetings without it. **Rating:** 5.0/5.0 stars **Reviewed by:** Liz D. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Zocks?** I can’t imagine running my business without it now. There is no good reason NOT to use it. It’s been a game changer starting with the basic package. Now I plan to upgrade and utilize all Zocks has to offer. There’s a limited learning curve, it’s very easy to sign up and get rolling. **What do you dislike about Zocks?** Sometimes I have trouble linking a retail client to the meeting. **What problems is Zocks solving and how is that benefiting you?** Meeting note taking, fools up emails. ### 11. Accurate Transcripts and Summaries That Keep Us Focused on Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Zocks?** I like the ability that a transcribes and summarizes our notes. It makes it easier for us to engage with clients versus having to write down everything. **What do you dislike about Zocks?** Nothing. Everything has been very good so far. **What problems is Zocks solving and how is that benefiting you?** It helps us engage with clients better and keep track of a lot of follow ups. ### 12. Huge Time Saver for Our Team **Rating:** 4.5/5.0 stars **Reviewed by:** Jake S. | Associate Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Zocks?** The time savings that Zocks has provided for me and my team have been significant. Our meeting follow-ups now take at least 50% less time. I also appreciate that Zocks continually introduces new features. **What do you dislike about Zocks?** Some of these new features are buggy at times, but the team is usually quick to resolve. **What problems is Zocks solving and how is that benefiting you?** Time - gives me more time in the day for being a planner and less time for admin tasks ### 13. Zocks converted me from a "scribe snob" **Rating:** 5.0/5.0 stars **Reviewed by:** Miriam W. | Owner, Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Zocks?** I thought the sometimes-painful reconciling of my meeting notes was a critical part of my process to deliver comprehensive financial planning, but the digital assistant captures what I need and allows me to be focused and present with my clients. It often captures details I might have missed then synthesizes topics and action items. Post meeting processes now are completed in just minutes! Most fun tech in my stack! **What do you dislike about Zocks?** It's a learning curve to figure out how to customize the many options for templates (meeting, email, etc.) to optimally meet my needs. It's worthwhile to figure it out but it feels clumsy--could be user error. **What problems is Zocks solving and how is that benefiting you?** Streamlines and improves post-meeting tasks saving me time and delivering value to my clients. ### 14. Effortless Meeting Notes—Wish I Started Using Zocks Sooner! **Rating:** 5.0/5.0 stars **Reviewed by:** Tammi S. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Zocks?** I am amazed by how easy Zocks is to use. The notes that it produces from my meetings are accurate and very detailed. **What do you dislike about Zocks?** I only wish I had started to use it sooner! **What problems is Zocks solving and how is that benefiting you?** Zocks is elimating the time that I use to spend adding notes to our CRM after each client meeting. Now, I simply review the notes that Zocks has taken and click the button to send them to RedTail. ### 15. Tailored Automation for Advisors—Saves Time on Meetings and CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Darlene G. | VP, Client Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Zocks?** Zocks automates meeting prep, note-taking and CRM updates. Huge time savings! Love that it was built specifically for financial advisors. **What do you dislike about Zocks?** When using the AI assistant, I would like if it did a keyword search and highlighted the particular word I am searching. **What problems is Zocks solving and how is that benefiting you?** Time savings for meeting prep and recapping meetings. ### 16. Effortless Accuracy and Personal Touch, Just Remember to Use It! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Zocks?** It's very easy to use. It's extremely accurate in what it produces both in summary and in action items. The follow up email to clients calls back to personal anecdotes that even I forgot. **What do you dislike about Zocks?** It's hard to remember to turn it on for in person calls. Not Zocks fault, but I'm also a new user and forget I have it. **What problems is Zocks solving and how is that benefiting you?** Zocks makes keeping track of minute detailes easy and effortless. It also reminds me of the personal touch. The time savings pre and post meeting are incredible. ### 17. Simple but Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Zocks?** Like how simple and accurate it is when I open and start a meeting. Grabs key details and information rather impressively. **What do you dislike about Zocks?** templates and some tech issues to sync with other technology we have. **What problems is Zocks solving and how is that benefiting you?** Mundane boring note taking and email summary follow-up. Just makes less things to worry about. ### 18. Zocks has been a gamechanger. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Zocks?** Integrates with other software programs, customizable in every way, removes incredible amounts of administrative work from my day, and is extremely helpful in organizing / coordinating notes and follow-up. **What do you dislike about Zocks?** Nothing that I've run into yet. Takes a bit to get used to customizing templates, but that's to be expected. **What problems is Zocks solving and how is that benefiting you?** Taking administrative tasks off of my plate, thus allowing me to focus more of my time on client centric tasks. ### 19. Keeps Meetings Organized with Instant Action Items **Rating:** 4.5/5.0 stars **Reviewed by:** Joanne A. | Client Relations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2025 **What do you like best about Zocks?** As an assistant to a financial professional, Zocks helps to keep us organized during meetings with instant action items for both the professional and the client. **What do you dislike about Zocks?** Not as many integrations yet but hoping they will continue to develop new workflow plugins and create new integrations between different software platforms. **What problems is Zocks solving and how is that benefiting you?** It takes care of pulling information for clients for pre-meeting agendas as well as completing our post-meeting follow up emails and internal action items allowing us more time in the day. ### 20. Zocks AI review. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Zocks?** We began looking into using AI for note taking earlier this year and we're led to Zocks as a pre-approved platform through our broker dealer. The note taking capabilities have significantly reduced our prep time and has been extremely convenient to use on our client calls. **What do you dislike about Zocks?** We mainly use the platform for note taking and meeting prep so we may not be using the platform to its fullest extent; however, we have not run into any significant issues and have really only had to work out a few kinks that come with using new technology. **What problems is Zocks solving and how is that benefiting you?** Zocks has significantly reduced our prep/review time. We use zocks on all client calls and meetings. The notes taken are always accurate and can be organized in a way that suits our needs. ### 21. Thorough Note-Taking and Summaries That Save Us Time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Zocks?** took notes so I didn't have to. Thorough summary and follow-ups **What do you dislike about Zocks?** would have liked integration with our Equisoft CRM **What problems is Zocks solving and how is that benefiting you?** handled meeting notes, summaries, recaps and next steps for clients ### 22. Game-Changer Service for Our Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Angelo R. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Zocks?** Great service..game changer for our industry **What do you dislike about Zocks?** Not really a whole lot..Its a great platform **What problems is Zocks solving and how is that benefiting you?** Note taking with clients is superior ### 23. A Huge Time Saver with Intuitive Meeting Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa D. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Zocks?** Such a time saver!! This software has saved me hours and hours of note taking and client meeting summarizing. It's intuitive and I like the ability to create various meeting templates. **What do you dislike about Zocks?** It's taking a little time to write in a style that is my own "voice" but I'm still learning how to refine it. **What problems is Zocks solving and how is that benefiting you?** Helps me save time by summarizing my meetings for me. It even grabs some things that I've forgotten. ### 24. Effortless Note-Taking Revolution with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Fran H. **Reviewed Date:** October 09, 2025 **What do you like best about Zocks?** I appreciate Zocks because it simplifies client appointments by handling note-taking, which allows me to focus more on listening. The transcription feature is highly valuable, as it converts conversations into PDFs easily saved on my desktop. Setup was hassle-free, and the overall ease of use is remarkable, making me very likely to recommend it to others. **What do you dislike about Zocks?** Nothing so far... **What problems is Zocks solving and how is that benefiting you?** I find Zocks allows me to focus on client interactions without worrying about note-taking, improving engagement. It transcribes conversations and converts them to PDFs, simplifying information management. ### 25. Customizable Meeting Templates and Easy Calendar Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Zocks?** I love being able to connect it to our calendar and choose the different templates for the different types of meetings we have. **What do you dislike about Zocks?** Some of the templates can be really repetitive but if you go in and edit them to what you are looking for, that fixes the issue. **What problems is Zocks solving and how is that benefiting you?** It has stream lined our note taking processes. We are able to be more involved in the actual meetings rather than focusing on taking clear notes. ### 26. Customizable Meeting Summaries for Wealth Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Zocks?** The meeting summaries are catered specifically to wealth advisors and can be customized according to your preferences. **What do you dislike about Zocks?** The meeting notes can often be repetitive/redundant as certain items can be found multiple times throughout the meeting summary. **What problems is Zocks solving and how is that benefiting you?** It is allowing myself and our team to stay fully engaged with clients during our virtual and telephone meetings, rather than having to worry about missing a key fact or figure that's been revealed by the client during conversation. ### 27. Meeting Summaries Are a Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Rod D. | Founder and Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Zocks?** I love the meeting summaries. They are concise and organized better than I could do! **What do you dislike about Zocks?** It's a little buggy. Sometimes the Notetaker joins my Zoom calls and sometime it doesn't. I need to cut a paste the meeting location into the Zocks page. **What problems is Zocks solving and how is that benefiting you?** It is the single best timesaving device I've used in over 30 years of practicing financial services. ### 28. Great for Meeting Notes, But App Lacks Note Access **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Zocks?** Zocks gives me the resources I need to complete full meeting notes so that my clients and team are always on the same page. **What do you dislike about Zocks?** The app is very minimalist so you cannot access notes from the app. **What problems is Zocks solving and how is that benefiting you?** Having to handle meeting clients without a full time note taker. Zocks allows me to focus on the client and his our her concerns without having to write things down. ### 29. Accurate Industry Terms Recognition with Neatly Organized Notes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Zocks?** I love that it recognizes industry specific terms and organizes the notes very neatly. **What do you dislike about Zocks?** It gets confused when there is more than one client in the meeting. **What problems is Zocks solving and how is that benefiting you?** I am getting time back so instead of writing, I am editing. **Official Response from Chloe Varvell:** > It's great to hear that Zocks is saving you time and allowing you to focus on editing rather than writing. Thank you for sharing your experience! ### 30. Editable Meeting Summary Templates That Shine **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Zocks?** Editable meeting summary templates have been a great add to our meeting documentation. **What do you dislike about Zocks?** A meeting got lost due to error on Zocks end. **What problems is Zocks solving and how is that benefiting you?** Saving time with meeting documentation after meetings as well as upping support member's engagement during meetings. ### 31. Changing the game on meeting wraps! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Zocks?** Zocks has been an integral part of our business. It significantly reduces meeting wrap-up time, is fully customizable to meet our needs, offers strong word-recognition accuracy, and is easy to use. Zock's also has wonderful, prompt customer service! **What do you dislike about Zocks?** There is a bit of adjusting that needs to happen on the front end to make sure it is customized to you. Not a negative, just a little time consuming. **What problems is Zocks solving and how is that benefiting you?** Meeting wrap time! ### 32. Lets Me Focus on Meetings, Not Note-Taking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Zocks?** Allows me to focus on my meetings rather than worry about catching all the information. **What do you dislike about Zocks?** It does not automatically integrate into our phone **What problems is Zocks solving and how is that benefiting you?** Generating notes so I do not have to. Saves so much time ### 33. Zocks, a Central Communication Systen of Wealth Advisory Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Zocks?** "We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships. Zocks will further enhance our efforts in transforming firms into a true total wealth management dimension; modernizing their practice ecosystems at scale to deepen organic growth and enhance profitability and value." **What do you dislike about Zocks?** The Wealth Advisory firms that we consult with, have not made us aware of any issues yet, **What problems is Zocks solving and how is that benefiting you?** Zocks has created a central communication system for weatlh advisory firms. ### 34. Revolutionized My Post-Meeting Reviews—A Note-Taker’s Dream **Rating:** 5.0/5.0 stars **Reviewed by:** Joe L. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Zocks?** This product has made a huge difference in my post-meeting review and follow-up. I am a thorough note-taker, but this puts my efforts to shame. **What do you dislike about Zocks?** It would be nice to have multiple templates for follow-up emails. **What problems is Zocks solving and how is that benefiting you?** Reduces the time it takes for me to share important meeting notes with our team. ### 35. zocks saved me so much time and mental load when I started using it **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth S. | Lead Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Zocks?** The notes summary and the financial-specific summaries are accurate and complete. **What do you dislike about Zocks?** It has not yet been integrated with my CRM, Advyzon. **What problems is Zocks solving and how is that benefiting you?** Zocks has really helped reduce my mental load when it comes to listening to clients, keeping track of all the details, and remembering follow-up tasks. Now, it provides me with notes that accurately capture my meetings, including clear summaries, follow-up tasks, and decisions. ### 36. Zocks Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** This is the best AI tool for advisors. It has truly been a game changer for my meetings with clients and prospects. **What do you dislike about Zocks?** There’s really nothing to dislike about Zocks. It’s a great tool that consistently meets my needs. **What problems is Zocks solving and how is that benefiting you?** Easily organize your notes and save them directly to your CRM for better management and accessibility. ### 37. Can't imagine going back to the old way. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2025 **What do you like best about Zocks?** I can pay attention to the conversation more without being focused on writing down key details. Saves 3-4 hours every week by integrating to the CRM. **What do you dislike about Zocks?** I cannot distinguish what has been uploaded to the CRM and what has not. **What problems is Zocks solving and how is that benefiting you?** Far more time each week. Captures way more details. ### 38. Powerful Meeting Summaries and Email Follow-Ups, but Clunky Navigation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Zocks?** I like the financial facts by topic section because it's nice to be able to see the different areas of financial planning in separately, even if that's not how things were discussed within the meeting. Overall, I really like the different sections we're able to use (like Financial Summary, Client's Talking Points, Family Tree, Email Follow Up, etc.) and how they can be customized, down to where they show up in the Meeting summary, based on meeting type. Another upside is the email follow up section, it gives a great draft for an email and usually doesn't have to be tweaked much. It just saves a lot of time. **What do you dislike about Zocks?** I'm not a big fan of the UI. While it does look decent, I find that navigating through it can be time-consuming. Sometimes, the site feels sluggish, and if I switch between advisors or view a specific advisor's meeting and then use Zocks' back arrow (not the browser's), the site can become unresponsive. Additionally, the way meeting participants are displayed is often confusing. Occasionally, someone appears twice once as a client and again as a guest - or a client is mistakenly listed as a guest. Fixing this isn't as straightforward as I would expect, and I think the it could be more intuitive. **What problems is Zocks solving and how is that benefiting you?** There's no need for an actual notetaker in meetings so advisor's can just focus on the meeting. It's also saving time with meeting follow ups. ### 39. Zocks : A New Way to be attentive All the while **Rating:** 4.5/5.0 stars **Reviewed by:** CHINMAI MARODIA . | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Zocks?** Zocks records no client discussions while automating meeting preparation, taking thorough notes during both in-person and virtual meetings, capturing action items, and creating client follow-ups. **What do you dislike about Zocks?** Very few people know about zocks as it's not much popular yet so everytime it's only me who has to teach others or recommend others to use this. **What problems is Zocks solving and how is that benefiting you?** It automates everything: from noting down client conversations to scheduling client meetings in a while. - [View Zocks pricing details and edition comparison](https://www.g2.com/products/zocks/reviews?page=7§ion=pricing&secure%5Bexpires_at%5D=2026-06-20+01%3A41%3A44+-0500&secure%5Bsession_id%5D=8128509a-fc16-4692-880c-69d2972963f3&secure%5Btoken%5D=6d547d004b62b6bb386f1864c56bf5e144a682dd16428f00edc071f7ec548863&format=llm_user) ## Zocks Integrations - [AdvisorEngine](https://www.g2.com/products/advisorengine/reviews) - [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Global Relay](https://www.g2.com/products/global-relay/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [GoTo Connect](https://www.g2.com/products/goto-connect/reviews) - [Holistiplan](https://www.g2.com/products/holistiplan/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intulse](https://www.g2.com/products/intulse/reviews) - [Microsoft Exchange](https://www.g2.com/products/microsoft-microsoft-exchange/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [Precise](https://www.g2.com/products/precise/reviews) - [PreciseFP](https://www.g2.com/products/precisefp/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - [RingCentral Video](https://www.g2.com/products/ringcentral-video/reviews) - [Smarsh](https://www.g2.com/products/digital-reasoning-systems-smarsh/reviews) - [SmartOffice](https://www.g2.com/products/artifex-software-smartoffice/reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Webex Calling](https://www.g2.com/products/webex-calling/reviews) - [XLR8](https://www.g2.com/products/xlr8/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Zocks Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity ## Top Zocks Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (220 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - 4.3/5.0 (77 reviews)