Zocks Pricing Overview

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I chose Zocks after considering several AI notetakers, although, to be fully transparent, Zocks was the only one I actually tested. What appealed to me most was that Zocks does not record meetings but simply transcribes notes, which I prefer. At the time I purchased my annual subscription, it also offered what seemed to be the best data security and compliance available. The output is customizable, though I have needed some assistance to tailor it exactly to my needs. Getting started was straightforward, and I appreciate that I can use it both during video calls and in person through the phone app. I’m not yet taking full advantage of all its features, as there are additional integrations—such as with my custodian and planning software—that I haven’t set up or used so far. Review collected by and hosted on G2.com.

As with any addition to my tech stack, learning to use new tools requires time and effort. When I first reached out for help setting up my template, I was told I would receive a phone call, but that call never came. I ended up having to contact support again after trying to figure things out on my own. Overall, the support could definitely be improved. With so many competitors emerging—seemingly a new one every week—I hope Zocks continues to innovate, but does so without making the learning curve part of the experience for users like me. Review collected by and hosted on G2.com.