By far the part of the application I use the most is the transcription feature I have been using it for months now and I rarely feel the need to keep separate meeting notes, because I know I can search conversations later Also love the meeting timeline where you can jump directly to the part you need instead of scrolling through everything I have found keyword search useful when I am reviewing past project discussions before starting the next review cycle. overall it has fit nicely in the way I already work Review collected by and hosted on G2.com.

I have not had to contact support much which is a good thing but when I did the response was not always as detailed as I would like the team were professional but I had to follow up a little more at times to fully get my head around the solution. Not a big deal as the questions do get answered eventually but a bit more detail on the initial answers would be nice. Review collected by and hosted on G2.com.

Zocks has helped me save a lot of time on my post-meeting notes and meeting prep, and it’s been easy to use while integrating smoothly with my CRM. It also does a great job of picking up even the small details that get mentioned, which helps me strengthen my client relationships. Review collected by and hosted on G2.com.

It isn’t the easiest to use for phone appointments. It takes a few steps to set up before the call, and that isn’t very convenient. Review collected by and hosted on G2.com.

I use Zocks to capture conversations with SIP and attorneys who refer business to me, and I like how the structured capture works not just for formal client reviews but for any meetings. This means I don't need a separate system for managing referral relationships. The follow-up features are really handy because they work just as well for quick notes to a CPA as they do for client emails, making it easy to maintain relationships in a few minutes. I find the integration with our CRM really beneficial, as it keeps referral context and notes alongside everything else, so I don't have to check them in a separate spreadsheet. It's also great that I can use it for almost any discussion—whether it's with a CPA, client, or referral—all from the same platform, eliminating the need to switch tools. Performance is consistent, and although support hadn't specifically considered my use case, they were still helpful. Review collected by and hosted on G2.com.

What I think needs improvement is that they don't distinguish between client and referral partners in how it searches output, so sometimes I get mixed up files for financial planning and CPA conversations. I just ignore them. It also doesn't flag when I haven't spoken to a strong referral source in months, which would help me prioritize. Pricing wasn't built with this secondary use in mind, so I'm essentially paying full price for a use case that's a smaller slice of what I actually do with it. Review collected by and hosted on G2.com.

I really like how Zocks pulls financial details into organized fields rather than leaving them as a wall of text. This seriously compresses the timeline because I'm not stuck redoing discovery work by transcribing my notes into the planning tool afterward. The integration with our planning software is seamless, and data flows straight in, so building the first draft plan is fast and not just a data entry exercise. Zocks' performance holds up well, especially on days with several back-to-back discovery meetings. Everything is ready before I sit down, and the UI is clean enough that I can review what it captured in just a few minutes, rather than reading everything line by line. Setup was fast; connecting my planning tools took very little effort, and I was getting usable findings in my first few discovery meetings. Support is excellent, clearly understanding how advisers run onboarding and offering useful suggestions about structuring the capture. Overall, getting to a real plan faster has meant clients commit sooner, which matters more than the hours we've saved. Review collected by and hosted on G2.com.

I don't like that the AI captures what a client says but doesn't have any sense of what they leave out. In discovery meetings, gaps can be just as important as the answers, so knowing what I still need to ask is entirely on me. It also doesn't flag inconsistencies, like when a stated income doesn't match the assets described, which would be useful at this stage. Pricing is a real commitment for a medium-sized software firm, even though a short onboarding cycle has shown the ROI to be reasonably clear for me. Review collected by and hosted on G2.com.

I like that Zocks gives me visibility into what our advisers are actually doing in client meetings. The structured meeting summaries are particularly helpful, allowing me to identify issues like undocumented client relationships. The integration with our CRM is also valuable, enabling me to pull records and understand whose client relationships are well-documented. The performance has been solid when pulling historical data, which is important for my analysis. The initial setup only took two weeks, and the support helped me configure access to view necessary information while respecting adviser privacy. Zocks forced us to confront real risks we had been avoiding for years, which is significant for us. Review collected by and hosted on G2.com.

I find that while the system captures what happens during meetings, it doesn't capture the depth of the relationships or trust, which means I still need to have real conversations with advisors to fully understand those aspects. Additionally, the user interface makes it challenging to compare documentation patterns effectively. Review collected by and hosted on G2.com.

I like that Zocks captures our client meetings and keeps records consistent across every adviser in the firm. I enjoy that any adviser can pick up a client file and know their situation, making coverage and transitions generally workable. I appreciate the intuitive UI, which allows team members with mixed technical comfort to start using it without real training. The layout is clear, making it easy to scan quickly. I find the integration with our existing CRM incredibly helpful because everything lands in the system we already use, so we don’t have to check another place. The calendar connection is great, as advisers don’t have to remember to switch it on. I like that its performance holds up even on busy days when several advisers are wrapping up meetings simultaneously. Nothing queues up or lags, and it captures details that advisers might skip in their own notes. Review collected by and hosted on G2.com.

I feel like Zocks could improve by providing a proper client overview that pulls the whole relationship history together, as right now, it only allows you to read meetings one at a time. Additionally, the argument for the ROI rests on continuity and reduced rates rather than a clean serving fee figure, which took work to make. I would also like more improvements with the AI to be able to make a good judgment. Review collected by and hosted on G2.com.

Being able to utilize Zocks during an advisor meeting is a major time saver. As an assistant, we rely on prompt meeting notes for our action items. The AI assistant does a great job capturing notes and creating summaries using our templates. The hardest part to get set up was just building and tweaking our meeting summary templates to our preferences. Review collected by and hosted on G2.com.

Our office has 2 advisors and them having separate calendar integrations from Redtail is a major hassle. It would be great if Zocks would recognize that both advisors are in the same appointments to cut down on duplicate 'upcoming appointments'.

We also really need MoneyGuide Pro to be integrated with Zocks. MGP is integral to our meetings and meeting prep, so having that integration would be a huge perk. Review collected by and hosted on G2.com.

I find the Zocks UI clean enough that my team uses it without friction, which matters since standardization only works if everyone is actually following the same processes. We appreciate the integration with our CRM and email, which means data flow between systems seamlessly, so we're not doing manual entry to keep things current. The performance is solid even on a heavy meeting day when everyone's uploading at once. The support during onboarding was helpful as we thought through how to actually implement different service tiers, rather than just handing us the software. Review collected by and hosted on G2.com.

I feel the AI assistant in Zocks is fairly basic. While it can draft an email, it doesn't suggest how service levels differ, leaving us to define that on our own. Pricing for a team is also something to consider, as we have to model ROI ourselves, since the benefits are about enabling business model changes instead of immediate time savings. I would also like better analytics showing what's being delivered at each service level, so we can adjust pricing based on real effort. Additionally, I think transcript analytics could be improved to translate into languages other than English, which would help when sharing with overseas partners. Review collected by and hosted on G2.com.

It has made my post-meeting follow up process more efficient and reduces the risk of me missing key to-do's from the meeting. I find the Email Follow-Up summary to be particularly useful. Integrations with many of our technology platforms (Redtail, Orion, Outlook) create a pretty complete experience. Last, our Zocks rep Andrew has been very helpful in training us and answering questions/troubleshooting any issues. Review collected by and hosted on G2.com.

I don't see a downside with Zocks. However, there is a learning curve. It has led us to change our post-meeting deliverables process for clients, but this has been a positive. Review collected by and hosted on G2.com.

I use Zocks as my invisible assistant in every video call and important meeting. I connect it to record and transcribe conversations, which automates the post-meeting administrative work that could be costly if done incorrectly. The AI understands discussions around discount rates, variance analysis, or capital structures, which is something I love. The interface is good, I don't get lost in complicated menus, and it provides me with structured notes exactly as we need them. Review collected by and hosted on G2.com.

I would love it to have even deeper and more direct native integrations with certain highly specialized CRM and control programs that we use in this market niche. I say this so that I don't have to manually export or copy data sometimes. Enterprise AI tools require very tedious technical setups. Review collected by and hosted on G2.com.