NW Neal W. Financial Advisor Small-Business (50 or fewer emp.) 9/24/2025 "In 30 years as an advisor, Zocks is one of the most impactful pieces of technology I've ever used." 5/5 What do you like best about Zocks? 1. It is easy to use - after some initial setup and design (which the folks at zocks helped us do) it has been easy. Whether we use our phones to "listen" or the web platform, we simply just trun it on and go. 2. The level of information it captures is amazing - taking notes during a meeting is a pain. It disrupts the flow of conversation. You can easily miss details, and then you are depending on the legibility of handwriting. (Mine has only become worse as I've aged). Dictating notes after the fact was beneficial, but it is still reliant on memory, taking the time after a meeting to do it. What I found was that dictated notes seem to capture the bare minimum. Zocks notes get the maximum. 3. Time efficiency - I won't say this saves time. I probably spend as much time reviewing zocks notes as I did dicating them after meetings. But the value of the output for the time spent is significantly better. It is details by the truckload. 4. Accuracy is very good and basic edits are a snap. Like any voice recognition, it is going to get the spelling of some things wrong. IF your client's name is speleed Leesa, Zocks is going to spell it Lisa. But they have recently added a find and replace function which has been a huge time saver. 5. Want more detail, It can do that. Simply ask the AI assistant to provide more granular details. 6. Customization is easy, and the zocks team is great to work with. We have a number of templates our firm wants to use for certain things (annual reviews for instance). the Zocks team (Cade in particular) took our template and built a template for their software. They've also provided input so nerds like me can tweak some of those template settings and make it even better. The next frontier for us, will be meeting preparation, where it can scan older notes, data in the financial planning software and portfolio software, and CRM to provide a good meeting preparation summary. We have used this for about a full year. Every meeting, virtual or in person is captured with zocks. Many phone calls are processed by zocks. We use it for note dication. Just an incredible tool that will help us be better at customer service. Review collected by and hosted on G2.com. What do you dislike about Zocks? Integrations are a work in progress. They aren't bad, but they are a little clunky. They are working on it though. Review collected by and hosted on G2.com. What problems is Zocks solving and how is that benefiting you? Better customer service, better record keeping. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite See what 662 reviewers think of Zocks 4.7 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/zocks/reviews)