Zocks Reviews & Product Details

Zocks has been a game changer for our office. We use it all the time. The AI notetaking has been great for our clients to have everything outlined from the meeting. It also has increased our follow up. The advisors also notice that it helps them run the meeting more efficiently by being able to listen to the clients more and not have to worry about stop and taking their own notes.

The Zocks service has also been great. They are responsive and available to help with any questions we may have. Review collected by and hosted on G2.com.

There is not much we don't like about Zocks. However I feel like there may be features they have that we have used the most ability. Review collected by and hosted on G2.com.

The personal service I received was excellent. After the demo session, I was guided through the setup for the free trial, and during the trial period, virtual meetings were held to address my questions and any issues that came up. They took the time to ensure I fully understood the program and felt comfortable using it. Whenever I encountered a problem, they patiently walked me through the issue, pointed out where I had made mistakes, and helped me resolve them, making sure I learned how to fix things myself rather than just correcting them without explanation. Sydney Harrington was especially friendly, informative, and personable throughout the entire process, which made me feel truly valued. The software also integrates seamlessly with my CRM, Zoom, and other programs I regularly use. Review collected by and hosted on G2.com.

Would be nice if calls could be initiated through Zocks (like MyRepChat) instead of conferencing in. Review collected by and hosted on G2.com.

it captures everything from your meetings. A lot of times I spend so much time writing notes down it can be a hinderance on the meeting. With Zocks I don't have to worry about writing anything down. I can stay attentive to the conversation knowing it will capture everything. The best thing about it is that it captures stuff I won't even remember talking about in a meeting. I love how it gets personal details so you can follow up on those things with the client. The other thing I like is that it separates all that personal and financial info to keep everything organized. Review collected by and hosted on G2.com.

The only downside I can think of is that it doesn't always pick everything up clearly. When you are talking numbers it can make mistakes in amounts. It will also sometimes confuse what I've said and put it down as something the client has said. Review collected by and hosted on G2.com.

They are always improving and never happy with their product. They know they are capable of so much more, and they listen to their users, they go back to the drawing board, and you can SEE the changes they are making every day to make this the best platform out there. The sheer amount of features, usability, and options available to you with Zocks is INSANE, but thankfully, they have a fantastic team that is always happy to jump on a Zoom with you and walk you through updates, new features, etc. The experience has been incredible!! Review collected by and hosted on G2.com.

There are SO many features that it is overwhelming at times, so I have to remind myself to just reach out to the team and ask for their assistance because it is a LOT to take in (even after using it for about a year). Good problem to have, but thankfully, they do have an incredible team who is always available to help with this! Review collected by and hosted on G2.com.

Zocks is tailored specifically to the financial industry. It simplifies my note taking and documents important client interactions so we don't miss things and provide a great client experience. The integrations with our compliance-approved CRM and ability to add support staff to the team make the software seemless and easy to implement. Review collected by and hosted on G2.com.

Nothign specific to Zocks. Any AI has to make some assumptions and will require at least some time to fact-check and make adjustments. Examples are names that are spelled incorrectly or occasionally some details that are recorded incorrectly. Review collected by and hosted on G2.com.

Zocks is a game-changer. One of my biggest issues with owning my own firm is how much time I spend on meeting prep, notes, and follow-up. It can get confusing and disorganized very quickly. But Zocks has now made those processes enjoyable! It does most of the work for me so I can focus on serving my clients. Zocks helps me to serve my clients better because it captures all the follow-up tasks that I must complete and places them directly into my CRM. There are many instances where I only mention a follow-up item once in a client meeting. I would have otherwise forgotten about it, but Zocks captures it cleanly and adds it to my list. It's incredibly helpful. I also love the non-financial information it captures so I can have a more personal connection with my clients in the future. Review collected by and hosted on G2.com.

I'm unable to import a significant amount of info in order to assist with meeting prep. For example, I have EOY meeting notes with clients and their CPAs from previous years. I tried to copy/paste those agendas and notes in order to give me a similar agenda for this year, but I was limited to the amount of pasting I could do. Hopefully this is something that can be updated. I'm also on the basic Plan, so I'm unsure if that's the reason for the limitation or if it's system-wide. Review collected by and hosted on G2.com.

Zocks.io has been a game-changer for our financial firm. It helps us easily capture key highlights from client meetings so I can stay fully engaged during discovery visits and annual reviews. The integration with our Redtail CRM saves our advisory team valuable time and keeps our workflows running smoothly.

The AI technology is fast, accurate, and incredibly efficient. Our Zocks rep, Colby, provided excellent support with weekly sessions until our team felt confident using the platform and its CRM integrations.

Overall, outstanding technology and customer support — Zocks.io has truly elevated our client experience and team productivity. Review collected by and hosted on G2.com.

My only wish is that Zocks offered more on-demand training videos to reinforce learning and help new team members get up to speed quickly. Review collected by and hosted on G2.com.

Zocks takes what could be a clunky process and makes it smooth. The UI is clean, intuitive, and doesn’t bury important features behind endless menus. Setup was surprisingly quick, and the learning curve was minimal — I was able to get value out of it on day one. I also appreciate how responsive the platform feels — it’s fast, stable, and integrates well with other tools....most of the time (more on that later). The customer support has been genuinely helpful (not just scripted replies), which says a lot about the company’s culture. I have especially enjoyed the ability to build my own prompts for meeting data so that I get exactly what I want in my notes out of the meeting transcript. Other competitors that I looked at didn't have this KEY option. I use Zocks Daily Review collected by and hosted on G2.com.

It’s a great product overall, but not without a few headaches. Reporting and customization could definitely be stronger, and there are still some small UX quirks — like having to click twice for tasks that should only take one step. I’d also love to see deeper integrations and a bit more flexibility for power users. None of these are deal-breakers, but they’re missed opportunities that would take Zocks from “really good” to “outstanding.”

The biggest challenge I’ve had has been with integrations. My firm uses a less common CRM (HubSpot, in the financial space) and a video-conferencing tool that isn’t their main focus — Google Meet. While Zocks advertises integrations for both, they can be unreliable in practice.

On the HubSpot side, pulling data into Zocks from HubSpot and Gmail works fine for meeting prep, forms, and follow-ups — but pushing information back into HubSpot is a mess. It often fails, or worse, behaves unpredictably. I’m confident they’ll eventually iron this out, but because HubSpot isn’t a primary CRM for their user base, it doesn’t seem to be high priority.

Google Meet is a different story — it’s a popular platform, but apparently not among Zocks’ core users. Roughly two out of every ten meetings either fail to launch Zocks properly or disconnect mid-call. To work around that, I wrote a secondary script in Google Calendar that automatically adds Zocks Assistant to every event (yes, even lunch dates with my wife). The good news: it now shows up almost every time. The bad news: it’s literally attached to everything. That fix reduced my failure rate from about 20% to 5%, which is manageable — but still not ideal. Review collected by and hosted on G2.com.

After using Zocks.io for several months, I can confidently say it’s become one of the most valuable tools in our advisory tech stack. What stands out most is how seamlessly it handles meeting documentation and follow-up. The AI note-taking is incredibly accurate — even without recording the meetings — and it captures context, tone, and next steps better than anything else I’ve tried.

I also love how it automates our workflow before and after meetings. Agendas, summaries, and follow-up emails are ready within minutes. It’s noticeably reduced manual data entry and made our client experience smoother. Review collected by and hosted on G2.com.

I’ve also noticed that some of the AI-generated summaries can miss subtle client nuances, so I still like to give everything a quick review before sending. Finally, I’d love to see a bit more customization on the report layouts and client-facing templates. I don't feel like it did a great job on mimicking the samples of summary emails I loaded into the tool. Review collected by and hosted on G2.com.

The best thing about Zocks is how much time it saves us. We don’t have to worry about dictations or taking detailed meeting notes anymore since it handles all of that automatically. That means we can spend more time focusing on our clients and go above and beyond for them instead of getting stuck doing admin work. Review collected by and hosted on G2.com.

The only thing I’ve noticed is some minor spelling mistakes, especially with names. It’s not a big deal, but it would be nice if that got fixed. Review collected by and hosted on G2.com.