Zocks Reviews & Product Details

It is a massive time saver. It lets me stay in the moment with clients during meetings, whether that is in person, video or phone. I am not worried about taking hand written notes. I am more engaged with them. It captures all the little things that could have been forgotten previously. It syncs the notes with the CRM so that staff can read it. It is extremely fast/timely with the review summaries. Let's me share that with the client so we are all on the same page, immediately after the meeting. It is fairly easy to get up and running from the start so even a novice "AI" person can get their comfort up to speed with it. For the cost, it is a clear winner in the tech stack for me. Review collected by and hosted on G2.com.

It is not a dislike with Zocks but more with how some of the integrations take some additional steps to integrate with permissions and such. I also wish the iPad or iPhone app would stay logged in. When traveling away from office, the lack of wifi and constantly needing to re sign in has left me lacking in some meetings and that feels like a missed opportunity that the software could fix. Review collected by and hosted on G2.com.

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.

What I like best about Zocks is that it allows me to be fully present during client meetings. Instead of stressing about writing everything down or worrying that I might miss important details, I can focus on engaging with clients and maintaining meaningful eye contact throughout the conversation. Knowing that the meeting is being accurately transcribed gives me confidence that the important information specific to our industry is being captured.

I also appreciate how well Zocks captures precise details, such as exact dollar amounts, percentage returns, and other key financial information. It does a great job summarizing longer meetings into organized, categorized sections that are easy to review afterward.

One of my favorite features is the meeting conclusion and follow up tasks section in the summary. It provides clear action items for both me and my team, making post-meeting follow-up much more efficient and organized. Review collected by and hosted on G2.com.

The meeting templates are not very intuitive to update or customize. In many cases, I have to rely on another team at Zocks for assistance to ensure the templates are configured correctly and that the appropriate fields are captured. Even with that support, the customization process has not always worked perfectly.

Additionally, we have experienced situations where we manually started a recording, but due to a software glitch, the meeting summary was never generated or could not be found afterward. While the platform works well most of the time, the few instances where it failed were frustrating because there was no clear explanation as to why the recording did not process correctly. The current workaround is also tedious and impractical for our workflow, especially since the majority of our meetings are conducted in person and require us to manually start recordings most of the time. Review collected by and hosted on G2.com.

I really like the quick meeting function in Zocks; it's the best. I appreciate that it can record in-person meetings I'm attending, which is really useful. Another feature I enjoy is how it keeps track of what percentage of time I'm speaking versus the client, helping me see who is doing a better job listening and assisting. It's super helpful that many details are recorded on Zocks that I might not catch or remember, letting me review them later. The integration with my email works well, and compared to Zoom's AI products, I prefer Zocks because it's more secure and user-friendly. The initial setup was very easy and effortless, which I appreciated. Review collected by and hosted on G2.com.

I’m still unfamiliar with the various reporting options. But I intend to learn better how to personalize the reporting. Review collected by and hosted on G2.com.

I love using Zocks for its incredible note-taking capabilities, allowing me to focus on my clients during meetings without worrying about documentation. The AI tool within Zocks is extremely helpful and intelligent, consistently performing tasks exactly as I want. I also enjoy the custom templates, which become really easy to use once set up. Additionally, I appreciate the employees at Zocks who are always ready to jump in and help when needed. The initial setup of Zocks was very easy, which made it convenient to get started. Review collected by and hosted on G2.com.

The templates are helpful but I needed someone to make them for me. Prompting the system for that specific case is difficult. They are difficult to create, not use. I don't know how to create them. Review collected by and hosted on G2.com.

I like that Zocks accurately captures information from meetings for my team and me to review. This feature means I'm not missing things and allows me to be more present with the client during meetings, knowing that Zocks takes accurate notes. It's really helpful because I can refer back to these notes when prepping for my next meeting or when my team is creating action item lists from past meetings. Everybody stays on the same page. Additionally, the initial setup was very easy. Review collected by and hosted on G2.com.

I wish I could integrate it a little bit more with our CRM. It would be great if it auto generated tasks for each team member based on their roles and responsibilities. In addition, I would love it to auto schedule the next meeting as well. The customization is not something that we've taken the time to understand how to do yet. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.