Zocks Reviews & Product Details

Zocks has been a game changer at our firm - we have seen a great adoption rate across all of our advisors thus far in the first year we have been using it. The ease of use right out of the box but also having the further ability to customize for each advisor has been very helpful for each individual situation here. Review collected by and hosted on G2.com.

From an admin perspective, it has been a bit difficult trying to troubleshoot issues that specific advisors may be having local to their account. Not being able to troubleshoot it from my side and having to push all issues to the Zocks team can cause some bottlenecking & delays in answering advisors' questions. Review collected by and hosted on G2.com.

I love Zocks because it is incredibly helpful to have accurate notes, action items, and summaries generated automatically. It allows me to stay fully engaged in conversations instead of worrying about capturing every detail. The transcripts are organized, easy to reference, and have saved me countless hours on follow-up work. Review collected by and hosted on G2.com.

Occasionally a name, number, or nuanced detail gets transcribed incorrectly, so I still do a quick review before sending meeting notes Review collected by and hosted on G2.com.

Being able to primarily sit in a visit with clients and have a human one-on-one interaction with them without having to constantly take notes or go to my computer. It also helps with the recap emails to catch things that I may have missed, and the accuracy is top-notch! Review collected by and hosted on G2.com.

There are some misspellings I catch at times that are consistent and I haven't found a way to make it constantly spell certain words or people certain ways. Sometimes it also catches what I say as an advisor and puts it to the client, but this is rare. Review collected by and hosted on G2.com.

Zocks has become a centralized hub for much of our client meeting activity. What I appreciate most is the amount of repetitive work it eliminates—downloading information, copying and pasting between platforms, and entering the same information in multiple places. Being able to capture the meeting information and then move it into the other systems we use saves time and makes the overall process much more efficient. It also helps reduce the chance of something getting missed along the way. Review collected by and hosted on G2.com.

The area where I’ve been most disappointed is the scheduling functionality. It may work well for an individual advisor managing their own calendar, but it isn’t as well suited to a team environment where an administrator coordinates scheduling across multiple advisors.

For example, we often give clients the choice between an in-office or virtual meeting, but Zocks currently only allows us to send one meeting type at a time. As the person coordinating scheduling for our team, I also have to go into each advisor individually to review suggested meetings rather than having a centralized dashboard. Suggested meetings can include internal meetings along with client meetings, which creates additional sorting and review.

Based on the demo, I expected the scheduling functionality to automate more of this process. At this point, it hasn’t provided enough efficiency or flexibility for us to consider replacing Calendly. I think there is a lot of potential here, particularly if the scheduling tools continue to develop with multi-advisor teams and administrative users in mind. Review collected by and hosted on G2.com.

It’s easy to use, and in my meetings with clients it captures so much more than I ever did when I was taking notes by hand. I also love that it creates follow-up tasks for me and integrates directly with my CRM, which makes it much easier to stay on top of next steps. Review collected by and hosted on G2.com.

There are a few things that need refined, such as changing a contact that has been tagged to the meeting that was not actually there. I would like to be able to remove the contact or change it to another contact. Also, I would like to be able to tag more than one contact when I integrate into my CRM. Review collected by and hosted on G2.com.

What I like best about Zocks is how much time it saves during and after client meetings. It automatically captures key discussion points, action items, and notes, making it easier to stay focused on the conversation instead of taking detailed notes. The summaries are well organized, easy to review, and help ensure important details don't get missed. For our team, it has improved efficiency and consistency in documenting meetings. Review collected by and hosted on G2.com.

Honestly, not much. Like any technology, there can be occasional minor inaccuracies in meeting summaries that require a quick review, but overall it has been reliable and has streamlined our meeting documentation process. Review collected by and hosted on G2.com.

I’m very new to Zocks, so these are definitely first impressions. I initially had some difficulty getting connected on my computer, but Emily was extremely helpful this afternoon. She walked me through the setup, got everything working, and then I took a chance to play with the software a bit.

I’m excited about the possibilities. I can see Zocks being a very useful tool for capturing and summarizing meeting notes from Zoom meetings, phone calls, and even in-person meetings using my phone. Our office has been using it longer than I have, and I’ve already seen some of the meeting notes and summaries it produces, which have been impressive and useful.

I still have a lot to learn and will be able to say more after I’ve used it regularly, but my initial experience has been very positive. I’m looking forward to seeing how it fits into my day-to-day workflow Review collected by and hosted on G2.com.

I initially had some difficulty getting connected on my computer, but Emily was extremely helpful this afternoon. She walked me through the setup, got everything working, and then gave me a chance to play with the software a bit. Review collected by and hosted on G2.com.

Quality of output it provides, ease of use, and integration with existing tech stack. Review collected by and hosted on G2.com.

When issues do come up, it can be hard to troubleshoot them on your own, and you’ll often need to involve the support team. Since this is still a newer technology, most advisors don’t yet have deep, hands-on experience working with AI, so it isn’t as intuitive as resolving a problem in more familiar tools like financial planning software. That said, Zock’s support team is well-versed and responds quickly to help. Review collected by and hosted on G2.com.

I like that I can focus more on my clients and what they’re saying. In the past, I’d almost have to zone out for a second just to jot down notes, but not anymore. It also helps me remember numbers from statements and other important details, such as contributions.

I would definately say that you get what you pay for and that it is worth it in my opinion.

Another plus is also that, when i've had issues we've quickly been able to email customer support and they were able to assist me solving whatever needed to be solved in a timely manner. Review collected by and hosted on G2.com.

Sometimes when it's listening, it's not hearing the right word and it might miss it or spell it the wrong way. This leads to me having to go in after meetings and have to change things around. Not a major problem, and the pros definately outweigh the cons, but just something to think about. Review collected by and hosted on G2.com.

I use Zocks to document client meetings, and it integrates with my CRM system for tasking, while also pulling information from other technology providers. Zocks solves the problem of note-taking during meetings by capturing everything that is discussed very accurately. This allows me to focus on client conversations without worrying about missing information, saving me approximately 5 to 6 hours a week. I appreciate that Zocks does an exceptional job of documenting complete information, organizing, and summarizing discussions, and preparing follow-up emails and tasks that can be uploaded into our CRM system. The initial setup was easy, and the support has been great, despite a learning curve to use it most efficiently. Review collected by and hosted on G2.com.

I find the process of implementing the push email function could be more seamless. Even though the initial setup was easy and support has been great, there is a learning curve to using it most efficiently. Review collected by and hosted on G2.com.