--- title: Zocks Reviews meta_title: 'Zocks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 646 reviews by the users' company size, role or industry to find out how Zocks works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 646 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Zocks Reviews **Vendor:** Zocks **Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Average Rating:** 4.7/5.0 **Total Reviews:** 646 ## About Zocks Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, document processing, and more. This sets you free to focus on what matters most: your clients. With Zocks, you can: Focus on Your Client While Zocks Takes Notes Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM and financial planning tools, and writes a follow-up email. Instantly Fill Out Forms Like Client Intake & Account Openings Zocks automatically fills out intake, fact finder and account forms, and more, so you can close more prospects and provide a better client experience. Reply to Client Emails in Seconds Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service. Get Detailed Reporting on Your Client Conversations Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more. To learn more and start a free trial, visit zocks.io. ## Zocks Reviews ### 1. We’ve drastically cut down on data entry — I mean drastically! **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle K. | President; Investment Advisor Rep; CCO; Cert. Credit & Financial Health Counselor; Financial Coach, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Zocks?** Before I started using Zocks, preparing meeting notes, follow-ups, and recaps for each client would take me anywhere from 15 to 30 minutes. Now, as soon as I finish a meeting, my assistant has all the information she needs almost immediately. What was once a tedious administrative chore has become seamless and automatic. Depending on my weekly meeting load, I’m saving at least a couple of hours—time I can now dedicate to actually serving clients instead of typing up notes. Zocks has genuinely streamlined our process and made our entire workflow much more efficient. Implementation was very easy; for in-person meetings, I just press a button, and I’ve also integrated it with my Zoom platform. **What do you dislike about Zocks?** I’ve occasionally had trouble syncing meetings to the correct contact in our CRM. It seems to happen more often with prospect meetings than with existing clients. Since we only recently discovered that the integration is finally available, we’re still working through a few troubleshooting steps. **What problems is Zocks solving and how is that benefiting you?** By incorporating Zocks into our meetings, I am able to save something truly invaluable: time. The additional time I gain allows me to serve my clients much more efficiently and effectively. ### 2. Efficient Note-Taking with Reliable, Client-Ready Output **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Zocks?** Efficient note taking with reliable output on the back end that is 90% client ready. **What do you dislike about Zocks?** Customization can be time consuming to get the desired output. **What problems is Zocks solving and how is that benefiting you?** Zocks note taking and subsequent follow up output is saving me hours with client meetings on a weekly basis. ### 3. In-Depth Notes, Looking forward to more possible integration **Rating:** 4.0/5.0 stars **Reviewed by:** Hall B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Zocks?** I really like the in-depth note-taking feature of Zocks. It's easy to use, and makes it easier for me to search for the information I need in my notes. I also appreciate the ability to search and reconfigure notes to fit any potential templates that I have or want to use. **What do you dislike about Zocks?** It's not currently available to review my emails or integrate with Microsoft Outlook on our platform. So right now, I'm just operating on a little bit more limited version. **What problems is Zocks solving and how is that benefiting you?** Zocks saves me a lot of time on the back end by helping me keep up with notes and communicate efficiently with clients, providing well-written summaries and a clear action plan forward. ### 4. Essential Tool for Financial Planning Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Vin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2026 **What do you like best about Zocks?** I like how Zocks understands financial conversations and organizes the data effectively. Its ability to create reports from meetings and generate follow-up emails is a huge plus. I appreciate how it completes a compliance summary review report we've formatted, saving us a ton of time. The initial setup was easy. **What do you dislike about Zocks?** Sometimes it gets confused on the recommendation made if the client asks questions and we pivot to a different course of action. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for meeting note-taking, task creation, and meeting prep. It understands financial conversations, organizes data, and its reporting saves us time by completing compliance summaries and generating follow-up emails. ### 5. Perfect for Advisors, Needs Better CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin R. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Zocks?** I appreciate that Zocks enhances meeting follow-ups and dramatically increases the quality of notes. It's built specifically for advisors, which means notes are automatically segmented into relevant categories like tax preparation, financial planning, and investment performance. This feature makes it easier for future meeting preparation and understanding discussions from prior meetings. I also like that I can edit notes and the initial setup was easy. **What do you dislike about Zocks?** Not being able to integrate with Raymond James CRM **What problems is Zocks solving and how is that benefiting you?** Zocks enhances meeting follow-ups and dramatically improves note quality. It helps in generating automatic, segmented notes, making it easier to prepare for future meetings and understand past discussions. ### 6. Action Items After Every Meeting—A Huge Time-Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Zocks?** having a list of action items after a meeting **What do you dislike about Zocks?** not being able to have the audio file but it makes sense why I can't **What problems is Zocks solving and how is that benefiting you?** i like to be fully present in a meeting so by running zocks, i don't have to worry about taking notes and missing some important details ### 7. Comprehensive Meeting Notes and Seamless CRM Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Laura B. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Zocks?** Having more comprehensive meeting notes using Zocks has significantly improved my ability to focus more intently during client meetings. I really like the post meeting Zocks notes with the ability to edit notes and save directly to the CRM. Having the Zocks email summary allows us to quickly follow up with clients. **What do you dislike about Zocks?** Sometimes I forget to turn on the Zocks integration tool. Logging in can be clunky at times with having ti wait for a 2FA Code. **What problems is Zocks solving and how is that benefiting you?** Leveraging my time so better notes and follow up with clients can happen more consistently. The quality of meeting notes is vastly improved. It is also helpful for our team members to review the meeting notes to get a better sense of topics snd concerns that are important to the client. ### 8. Founder & Lead Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Founder & Lead Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Zocks?** - Integrations across my entire tech stack (eMoney, Holistiplan, Wealthbox, Orion) - The Ask Anything feature that enables me to quickly recall quantitative & qualitative factors from previous client interactions - Follow-up tasks that I can link to my CRM system and assign to specific team members - Structured notes based on financial planning topics in a way that advisors think - Meeting scorecard to help train new advisors & help me improve to make meetings more engaging **What do you dislike about Zocks?** - Would love to be able to pull data from other sources that are not currently integrated (i.e. blog post from my business website). - Would be great if Zocks could integrate with Altruist. **What problems is Zocks solving and how is that benefiting you?** Zocks is helping me to spend more time in the areas that I am uniquely gifted and provide more value to my clients. In addition to increased efficiencies, I believe Zocks will enable me to create an improved client experience as well. ### 9. Efficient Meeting Capture, Needs Better Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Conor M. **Reviewed Date:** December 15, 2025 **What do you like best about Zocks?** I use Zocks mainly for recording meetings and quick note consolidation, and it's been awesome for capturing both the details of what clients talk about and the more nuanced pieces of the conversation. It helps in remembering personal things shared by clients and logging notes. Zocks keeps track of specific details about distributions and taxes that might get lost otherwise, which is fantastic. It really helps me keep track of important details for my clients and provides great notes to reference when preparing for the next meeting, all without needing to do much typing. This saves me a ton of time. What I like most about Zocks is that I don't have to focus on typing down notes as much in meetings, because I've developed confidence that Zocks is recording the most important details. **What do you dislike about Zocks?** I think maybe the integration with Redtail could be better. If I have two clients in a meeting that share the same email address in Redtail, it doesn't allow you to assign both clients to the meeting. You have to add them as a guest, which isn't a huge ordeal. It would be awesome if Zocks also allowed creating action items, taking those action items and turning them into tasks within Redtail. That would then be assigned to me so I could go back, plug in the details, and make sure it's all correct. I use the app on my ipad and it has me log in every day, which is annoying. I would prefer if it stayed logged in, but it isn't the biggest deal. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to record meetings and consolidate notes, saving time and reducing the need for extensive typing. It helps me track important details, remember client nuances, and efficiently manage tasks without being overwhelmed. ### 10. Highly Accurate Note-Taking with Time-Saving Features **Rating:** 4.5/5.0 stars **Reviewed by:** Parker B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Zocks?** I really appreciate the accuracy Zocks has in taking notes; it helps me avoid forgetting anything. I also like its ability to draft follow-up emails for me to send to clients post-meeting, which saves me time. The initial setup was very easy. **What do you dislike about Zocks?** Zocks is very comprehensive, so the learning curve is steep. They need better training. **What problems is Zocks solving and how is that benefiting you?** Zocks helps me avoid forgetting anything, saves me time with its accurate note-taking and drafts follow-up emails for clients post meeting. ### 11. Seamless CRM Integration Making Client Meeting Prep Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Zocks?** Integration with my CRM and planning software, help with prepping for client meetings **What do you dislike about Zocks?** Nothing yet. I think it's a great platform **What problems is Zocks solving and how is that benefiting you?** Saves me time with my follow up emails, keeping solid notes, being detailed. ### 12. Seamless Wealthbox Integration That Automates Notes and Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Renae G. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about Zocks?** What I like best about Zocks is how seamlessly it integrates with Wealthbox and actually takes work off our plate. The ability to automatically capture meeting notes, create follow-ups, and sync everything directly into our CRM has been a game changer for efficiency and consistency across our team. **What do you dislike about Zocks?** I honestly can’t say there’s anything I dislike about Zocks. It simplifies processes that used to take extra time and allows us to stay more organized and focused on what matters most, our clients. **What problems is Zocks solving and how is that benefiting you?** Zocks is solving the challenge of capturing accurate, consistent meeting notes and turning them into actionable follow-ups without adding extra administrative work. ### 13. A Lifesaver for Meetings with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** JBizzy . **Reviewed Date:** December 13, 2025 **What do you like best about Zocks?** I love the time savings that Zocks provides. It's a huge time saver for meetings. I also appreciate having a backup notetaker in Zocks; it really saved me when my keyboard stopped working during a meeting. It's great that Zocks logs into meetings as a backup, ensuring that crucial meeting notes and minutes are captured, which is super useful for smaller clients who might not always need them. I like having the ability to go back and clean up the notes afterward, which makes it much easier to make sure everything is correct, like fixing wrong names or acronyms. **What do you dislike about Zocks?** I mean, it's relatively new technology for me. So for that reason, I don't have, like, expectations of perfection. But if I had to name something, you know, it doesn't always get everything right from the meeting. You do need to go back through and clean it up a little bit. I don't wanna rely on technology completely. I like to be able to, at a minimum, come in and do some due diligence and make sure that everything's recorded correctly. So I guess just continuing to improve the software code or whatever, but it already does a good job. **What problems is Zocks solving and how is that benefiting you?** Zocks is a huge time saver for meetings. It provides a great backup when tech issues occur, like my keyboard dying, ensuring we still have full meeting minutes when needed. ### 14. Effortless Meetings with Seamless Note-Taking **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie K. **Reviewed Date:** December 13, 2025 **What do you like best about Zocks?** I use Zocks for our client meetings and appreciate how it helps solve a variety of problems, making our team more efficient by allowing us to be more present. It captures all the notes for us, which I love. I also appreciate the summary provided after each meeting and the ability to assign tasks through Salesforce. This feature cuts back on my time spent typing follow-up emails and streamlines the process by allowing tasks already created in Zocks to be pushed through without retyping. The initial setup was super easy, and Colby has been amazing in assisting us. **What do you dislike about Zocks?** A lot of kinks have been worked out and I don’t really have any complaints at this time. **What problems is Zocks solving and how is that benefiting you?** Zocks improves our team efficiency by capturing meeting notes, allowing us to be more present. The meeting summary aids in follow-up emails, saving typing time, and integrates with Salesforce for task assignments without retyping. ### 15. Great AI Meeting Recaps **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Zocks?** The AI feature is great and it really captures the full meeting in detail **What do you dislike about Zocks?** It can be a little bit lengthy at times. **What problems is Zocks solving and how is that benefiting you?** Meeting notes and helping to send out task to the team from the meeting ### 16. Meeting preparation and post meeting follow ups, a major time savor **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Zocks?** Meeting prep and post meeting summary/ to dos **What do you dislike about Zocks?** I wish it was more easily integreated with our CRM. **What problems is Zocks solving and how is that benefiting you?** It saves me with time management- meeting prep and post meeting tasks can be timely. Allows me to focus on less administrative tasks. ### 17. Game-Changing Integrations That Elevate Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about Zocks?** The integrations have been a huge game changer. **What do you dislike about Zocks?** Sometimes it doesn’t join the meeting automatically, so I have to enter it manually. **What problems is Zocks solving and how is that benefiting you?** I do not have to type my notes manually after a client meeting and it has changed everything for me! ### 18. Makes Work More Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Zocks?** Makes my life more efficient when it comes to work **What do you dislike about Zocks?** The cost is very steep. If they continue to add new features, the cost relative to the value will be more in line **What problems is Zocks solving and how is that benefiting you?** Using AI to automate the ordinary tasks ### 19. A Huge Time-Saver Throughout the Day **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Zocks?** This saves me a ton of time throughout the day. **What do you dislike about Zocks?** Sometimes it makes mistakes that I would not have made if I was writing the notes from scratch myself. **What problems is Zocks solving and how is that benefiting you?** A real time-saver. It captures details I might have missed or forgotten, and it organizes my notes into clear sections for me. ### 20. Effortless Meeting Management with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Sean C. **Reviewed Date:** December 12, 2025 **What do you like best about Zocks?** I use Zocks for client meetings and reading notes on past meetings, and it saves me a ton of time typing notes after meetings. I love that once the meeting history is compiled, I can ask the software if we've discussed something without having to read all the notes. I like that I can use it for phone calls, in-person meetings, and Zoom meetings—it’s simple to start and end. It keeps great records of client communication and syncs with our CRM to analyze past meetings. I find the simplicity in starting a meeting is key, and it works great. The initial setup of Zocks was very easy, and I'm glad we added it. **What do you dislike about Zocks?** Nothing at this time. I dont know how to compare cost. It is expensive, but worth it **What problems is Zocks solving and how is that benefiting you?** I use Zocks to save time typing notes after meetings, to easily check past discussions without reading all notes, and to keep great records of client communication. It syncs to our CRM and analyzes past meetings, making client communication seamless. ### 21. Streamlined Note-Taking with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Maria P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Zocks?** I like using Zocks for meeting notes and emails as it saves me time with note-taking and writing follow-up emails. The templates are particularly helpful, allowing me to use different ones for different meetings to capture the specific information I need. I also found the initial setup to be very easy. **What do you dislike about Zocks?** I have trouble with getting the correct spelling of names and email addresses. Also, phone numbers have been wrong in the past. **What problems is Zocks solving and how is that benefiting you?** Zocks saves me time on note-taking and writing follow-up emails. The templates let me use different formats for meetings, capturing the information I need effectively. ### 22. Streamlines Financial Planning with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole C. | Financial Planning Associate **Reviewed Date:** December 11, 2025 **What do you like best about Zocks?** I really like how Zocks organizes content into sections, making it easy to create follow-up items and allowing our office staff to identify what's most important in each category. It holds the advisor accountable by outlining future steps and discussion points. The software also takes detailed notes and organizes them into tasks and categories, streamlining the process and allowing the advisor to focus on the client instead of taking notes. It's extremely user-friendly, so everyone in our multi-generational firm can use it seamlessly. I don’t know how we got along without it. **What do you dislike about Zocks?** The platform offers almost too many options, making it difficult to navigate at times. It would also be helpful to have the capability to create our own subfolders that would be saved firm-wide. Our current system is redundant and time-consuming. It would be helpful to be able to create our own labels and to move folders where we want instead of a few predetermined sections. **What problems is Zocks solving and how is that benefiting you?** Zocks organizes meeting notes into tasks, enhancing timeliness and preventing oversights. It helps the advisor focus on clients and keeps the team aligned by providing structured information access and creating follow-up items. ### 23. Effortless Meeting Management with Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Zocks?** Very easy to use, the meeting summary is detailed and comprehensive. I love that it drafts a follow up email, creates tasks for actionable items (preassigned to the relevant individual as well!), and includes helpful feedback (i.e. did you schedule a follow up meeting). There are so many amazing features that allow me to do my job and serve clients more efficiently and effectively. **What do you dislike about Zocks?** There is no downside that I've notice thus far. If I had to absolutely list something, maybe that my notetaker is frequently set to auto attend internal meetings, but likely just a setting I as the user need to update on my end. **What problems is Zocks solving and how is that benefiting you?** Zocks allows me to focus on the discussion with the client without having to worry if I'm able to write down detailed notes. It creates more of a seamless meeting experience and I love that I have a summary I can go back and reference if I'm ever questioning if a specific topic was covered or not. ### 24. Efficient Meeting Management with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Garrett W. **Reviewed Date:** December 11, 2025 **What do you like best about Zocks?** I like how simple Zocks is to use. It's really convenient as it picks up on little details, allowing me to focus more on the conversation during client meetings. I usually forget it's even there until the meeting's over, and I review it. It does a great job of capturing the conversation and documenting it in a readable and comprehensive fashion. It's also fun that it can show who is doing the majority of the talking during meetings. Using Zocks means we no longer need a second person in the meeting to take notes, making our team more efficient. Plus, the setup was super easy after just a Zoom call with a Zocks rep. **What do you dislike about Zocks?** Sometimes I'm hoping that it has information in there that I'm specifically looking for. Like, if I'm looking for a specific birthday or something, I have to kinda search through the notes a little bit. I know there's ways to do formatting on it, I just haven't had the time to dive into it and look at the different formatting options. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for client meetings. It captures and organizes conversations, so we don't need two people taking notes. This lets the second person work on other tasks, boosting team efficiency. ### 25. Succinct Meeting Summaries That Save Time **Rating:** 4.5/5.0 stars **Reviewed by:** J M. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Zocks?** The fact it summarizes very succintly my meetings. **What do you dislike about Zocks?** Connecting to zoom is not as easy as I would like. **What problems is Zocks solving and how is that benefiting you?** It is taking my note taking to the next level. It is giving me much more detail than I would have had on my own. ### 26. Accurate Meeting Summaries and Smart Features **Rating:** 4.5/5.0 stars **Reviewed by:** Asia M. | Senior Client Services Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Zocks?** I’m impressed with the accuracy of the meeting summaries and how little editing I need to do to the notes Zock’s creates. I also really appreciate the extra features—like the family tree and the ability to generate tasks automatically. **What do you dislike about Zocks?** I dislike how if Zocks doesn't detect a participant's voice during the meeting, there isn't a way to manually add them afterward. **What problems is Zocks solving and how is that benefiting you?** Zocks has significantly improved efficiency in our office. Before using it, we would spend 30–45 minutes reviewing everything discussed in a meeting to determine what should be kept or removed. Zocks is excellent at identifying what’s most important, which saves us a lot of time and keeps our workflow moving smoothly. ### 27. Brings Clarity to Client Meetings and Makes Follow-Ups Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Zocks?** It helps us focus on our client meeting, brings clarity to the entire meeting process and makes it easy to send great follow-up emails afterward. **What do you dislike about Zocks?** One downside to Zocks is that, at times, it can be difficult to capture all the information. Occasionally, important items don’t get documented through Zocks, which can leave gaps in the record. **What problems is Zocks solving and how is that benefiting you?** It helps us fully focus on our meetings without getting stuck trying to write down important information or follow-up tasks. ### 28. Highly Automated Solution with a Great Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2026 **What do you like best about Zocks?** It is highly automated and the team is great to work with! **What do you dislike about Zocks?** It offers a lot, so it is a lot to learn and all the nuances. **What problems is Zocks solving and how is that benefiting you?** Note taking is key for me. ### 29. Zocks Saves Me Time and Lessens My Work Load **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Zocks?** Zocks saves me time. Ie runs transcripts on my phone calls and on my Zoom meetings. It quickly finds all the information I need to complete each task. **What do you dislike about Zocks?** Zoom has so much to offer, that it takes a very long time to master it all. **What problems is Zocks solving and how is that benefiting you?** Client notes. I have never liked physically writing notes about each meeting and phone call, but everything is very nicely transcripted for me by Zocks. ### 30. Grabs a Wealth of Information When You Need It **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Zocks?** Integrating with Zoom was straightforward. I appreciate the comprehensive information it captures. Once we understood how to set up meeting types, the integration process was seamless. **What do you dislike about Zocks?** It only captures what you request. The summary of notes is lengthy, repetitive, and can be time-consuming to sift through, and it occasionally includes irrelevant information. It’s frustrating that we can’t view all team members’ notes. I wish it could simply capture notes from one-off meetings and conversations instead of always requiring a template. **What problems is Zocks solving and how is that benefiting you?** It removes an extra person from the meeting to take notes. It grabs what you need it to and categorizes to-dos ### 31. This should be the stand for AI assistants **Rating:** 5.0/5.0 stars **Reviewed by:** Jake W. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Zocks?** Zocks has completely transformed the way I prepare for client meetings. The built-in AI assistant is a game-changer. It can instantly search through every past communication I’ve had with a client and surface the exact information I need. No more digging through emails or notes to find answers to simple questions. I show up more prepared, more confident, and I avoid asking clients to repeat themselves, which builds trust and professionalism. One of the most impressive features is how thorough the summaries are. I never feel like I need to take notes myself. Zocks captures everything with clarity and context. Whether it's a quick recap of a meeting or a full history of client interactions, the summaries are so complete that I can rely on them entirely. It’s like having a personal assistant who never misses a detail. Beyond that, Zocks saves me time across the board. From automating follow-up emails to streamlining onboarding and intake forms, everything feels faster and more intuitive. The integrations are seamless, the insights are actionable, and the customer support has been excellent. Zocks doesn’t just make my workflow easier; it helps me deepen client relationships and grow my business. If you're looking for a smarter, more efficient way to manage client interactions, Zocks is it. **What do you dislike about Zocks?** I had an issue with a meeting being auto-categorized at one point, but their chat assistance got the problem sorted out for me behind the scenes while I was able to keep working on something else. **What problems is Zocks solving and how is that benefiting you?** Zocks saves me so much time. It creates incredibly thorough summaries, follow-up emails, and the built-in AI assistant can search through all of the communication that I've ever had with a client. I'm more prepared going into meetings and almost never have to ask a client to answer a question twice. I can just ask the assistant things like "When did Client Name say they were going on that vacation?" and the assistant will pull that single detail from a meeting that we had 5 months ago. Having those details to reference in a meeting goes a long way with clients and saves me a ton of time. ### 32. Zocks AI: Revolutionizing Meeting Notes and Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Jason W. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** My colleagues and I absolutely love using the Zocks AI assistant for our meetings—it has completely transformed the way we capture and manage notes. Whether the meeting is in person, virtual, or over the phone, Zocks not only records everything, but also delivers clear summaries, highlights key discussion points, and even generates follow-up emails to send to clients. It’s truly worth every penny. The customer support is also very good and responsive. **What do you dislike about Zocks?** The home page can be a bit confusing at first, but with some practice it becomes easy to navigate. The integration process was also somewhat challenging. One additional improvement would be having a direct phone number for our representative, or being assigned a dedicated customer support contact we could call with questions. **What problems is Zocks solving and how is that benefiting you?** Meeting notes with clients. Zocks has completely taken note taking out of the equation. It takes better notes that I could ever dream of taking in a meeting. ### 33. Essential for Client Meetings, Time-Saving Email Summaries **Rating:** 5.0/5.0 stars **Reviewed by:** Brian J. **Reviewed Date:** December 15, 2025 **What do you like best about Zocks?** I really like the email summary templates provided by Zocks; they make it easier to follow up with clients as Zocks pulls the key information discussed, like topics and action items, which saves a lot of time. I also appreciate how the software automatically starts up in virtual meetings, meaning I don't have to think about it. Plus, I can manually record meetings even away from my computer, like on an iPad, which is really convenient. Lastly, the initial setup was very easy. **What do you dislike about Zocks?** Sometimes it captures things that I say and says the client said it, so there's some editing that typically needs to take place after a meeting. It'd be nice if that was even more straightforward with what information's captured or heard in the meeting. **What problems is Zocks solving and how is that benefiting you?** Zocks helps us capture meeting notes and recall past conversations, ensuring we focus on important client needs without missing anything. ### 34. Streamlined Note-Taking, but Phone Feature Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Greg F. **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I really like that Zocks takes extremely well-detailed notes, which allows me to be more present in meetings. I don't have to worry about remembering every detail, because Zocks listens and picks up on things I might miss if I'm thinking about something else. It's helpful when I review notes for the next meeting because it reminds me of everything we discussed. It also frees up time for me, and there have been times when it caught something I wasn't even aware was said during a meeting. **What do you dislike about Zocks?** I don't like the phone call feature. I do a lot of phone calls with clients. And if I want Zocks to be a part of it, then it turns out to be a three-way phone call. Which makes my clients wonder who's this third person on the line. And then I have to describe to them that it's an AI notetaker, and they don't really like that because they feel as though they're being recorded and monitored. This is disconcerting to the client. **What problems is Zocks solving and how is that benefiting you?** Zocks solves issues with forgetting meeting details by taking extremely well-detailed notes, allowing me to be more present and not worry about missing information. It frees up my time and picks up on things I might miss during a meeting. ### 35. Effortless Automation Boosts Efficiency with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Zocks?** I love how Zocks is easy to use, and it's great that they're always updating the software. The automation feature ensures I don’t miss anything from meetings, which is super helpful. It reduces the time spent on administrative work, and the initial setup is really easy. **What do you dislike about Zocks?** Maybe just additional integrations. **What problems is Zocks solving and how is that benefiting you?** Zocks speeds up client workflows by eliminating administrative tasks like typing or reviewing meeting notes, as everything is filed automatically. It reduces time spent on administrative work, ensuring nothing is missed from meetings. ### 36. In 30 years as an advisor, Zocks is one of the most impactful pieces of technology I've ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Neal W. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **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. **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. **What problems is Zocks solving and how is that benefiting you?** Better customer service, better record keeping. ### 37. Revolutionized Our Client Meetings with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa N. **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I am always impressed with how well Zocks captures information. It's accurate, reliable, and very precise, which helps when giving clients step-by-step guides for actions they need to take after meetings. I love how Zocks captures this information and breaks it down into easy-to-follow steps. Clients also appreciate the summary emails. Using Zocks allows me to be fully present in client meetings because I don't have to worry about taking notes or writing down specific figures. It captures all the important information and tasks, which is crucial for financial planning follow-ups. I love that it saves me time from having to go into my CRM to manually create and assign tasks, as it creates a client and adviser follow-up list after each meeting. **What do you dislike about Zocks?** Nothing! **What problems is Zocks solving and how is that benefiting you?** I use Zocks to be fully present in client meetings, as it captures all information and tasks, eliminating note-taking. It saves time by creating follow-up lists without needing CRM input. ### 38. Revolutionized Our Client Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Shane T. **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I use Zocks for all client meetings and conversations in our financial planning practice. Zocks allows me to focus on what the client is saying instead of focusing on taking notes, saving me tons of time after meetings when dictating and following up on action steps. I really appreciate the quality of the notes and its understanding of nuances in our profession. At first, I hoped it would be 90% as good as my 'human' note-taking, but I quickly realized it 'listens' even better than I do! It captures small details mentioned in passing and adds them to the action steps to email the client. Since Zocks is trained specifically for the financial services profession, it also understands the unique acronyms and phrases we use. One of the best parts is that it works 100% on the first try, and it's the closest thing to a perfect product right off the shelf. The live support from our relationship manager was super helpful, and in 20 minutes we were all ready to roll. **What do you dislike about Zocks?** I haven't been able to get Zocks integrated with our CRM yet. The delay is due to internal issues and nothing related to Zocks. **What problems is Zocks solving and how is that benefiting you?** Zocks allows me to focus on clients instead of note-taking, saving me time on dictating and action steps. It understands the financial nuances and accurately captures details for follow-ups, improving my practice's efficiency. ### 39. Customizable Templates and Accurate Note-Taking Make Zocks a Winner **Rating:** 5.0/5.0 stars **Reviewed by:** David B. **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I use Zocks for all of my financial planning client communications. It helps me with taking notes from my meetings, organize all action items from the meeting, and make sure my team knows what needs to be done after the meeting. The notes are very detailed and accurate, and I also like that you can customize your notes with different templates for different types of interactions. There are about 4-5 different types of meetings and/or calls that I have with prospects and clients, so I can use different templates for each of the types of meetings to make sure that the information that is most important is captured for each of those situations. Setting up Zocks was fairly easy, even though I'm not great with technology, as there is always a little bit of a learning curve. Overall, I would rate my likelihood to recommend Zocks as a 10. **What do you dislike about Zocks?** I'm still very early in using Zocks, so I am not sure what can be improved yet. The setup was fairly easy, but since I'm not great with technology, there is always a little bit of a learning curve. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to streamline financial planning communications by organizing meeting notes and action items, ensuring my team is aligned on post-meeting tasks. ### 40. Instant Meeting Summaries and Follow-Up Emails That Save Me Time **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Zocks?** System takes notes of the meeting and immediately sends a summary that I can save in my CRM. It also tees up a follow up email which has saved me significant time. The notes are incredibly accurate and allows me to be more present during the meeting **What do you dislike about Zocks?** Some of the info it puts in the summary isn't necessary. When I edit and delete some of the text, the blank line shows up on my PDF **What problems is Zocks solving and how is that benefiting you?** Saving time with notes and email follow up. Captures more info than I would without it. Allows me to be more present with my clients ### 41. Efficient Financial Planning Tool with Top-Notch Summaries **Rating:** 5.0/5.0 stars **Reviewed by:** Scott M. | Independent Financial Advisor **Reviewed Date:** December 09, 2025 **What do you like best about Zocks?** I love that Zocks integrates with Redtail. It gives me peace of mind knowing that I am documenting my client interactions in a very deep or detailed manner. The post-meeting summaries and to-do lists are the most valuable features for me, as I can efficiently refer to them for myself and forward them to clients. Zocks has helped me to precisely document my client interactions and establish organized summaries, which I can quickly send to my clients after meetings and upload into my CRM. The initial setup was actually quite easy, which was a pleasant surprise. **What do you dislike about Zocks?** There are occasional times when a summary will credit certain things that were said to the wrong person. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for financial planning, acting almost like a virtual assistant. It helps me document client interactions precisely and create organized summaries, which I can quickly send to clients and upload to my CRM. ### 42. Zocks Efficiently takes meeting notes, creates follow-up emails. **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew E. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Zocks?** I really like Zocks' ability to help organize and take notes for me during meetings. It automatically creates follow-up emails for clients, highlighting what was discussed and including follow-ups and to-dos related to the meeting. This feature saves us about twenty minutes for each hour-long meeting in taking notes and doing follow-ups. The initial setup of Zocks is super easy, taking about ten to fifteen minutes to get each person up and fully running. **What do you dislike about Zocks?** None, that I can think of. **What problems is Zocks solving and how is that benefiting you?** To improve meeting note taking during client meetings, saving around twenty minutes per hour long meeting. It also automatically creates follow-up emails, summarizing discussions and action items. ### 43. Zocks Saves Tons of Time with Accurate Summaries and Seamless CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Zocks?** Zocks saves a tremendous amount of time. I love the accurate summaries and actions steps. I also love that it integrates beautifully with my CRM and I can easily push meeting summaries/details over with the click of a button. **What do you dislike about Zocks?** Honestly, there isn't anything I dislike about Zocks. **What problems is Zocks solving and how is that benefiting you?** Time in typing notes, adding notes to client files or searching for meeting details for an annual review. Also, the email templates to clients saves a ton of time! ### 44. Massive Time Savings and Practice Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Zocks?** The efficiencies it creates which in turn saves my practice an immense amount of time. **What do you dislike about Zocks?** It is a large expense for something in which there is a learning curve that takes time. **What problems is Zocks solving and how is that benefiting you?** It captures more detail in meetings that i would otherwise not have in my handwritten meeting notes. ### 45. Zocks: Simplifies Note-Taking and Boosts Team Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Lynn B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Zocks?** I love how Zocks saves our team so much time with its detailed notes and the ability to create email templates, making everything for the team super efficient. **What do you dislike about Zocks?** I wish that my assistant could put in the Zocks email in the calendar invite. **What problems is Zocks solving and how is that benefiting you?** Zocks solves transferring notes to my associate, eliminating the need to type and email instructions manually. It creates detailed notes and email templates, saving our team time and making us super efficient. ### 46. Integration for Accurate Client Info Capture **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Zocks?** It integrates with our other software to accurately capture client info. **What do you dislike about Zocks?** Sometimes it gets names wrong, and then it becomes difficult to correct them for future use. **What problems is Zocks solving and how is that benefiting you?** Saves time and helps keep me accurate. ### 47. Easy to Use, Functional, and Smooth to Integrate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Zocks?** ease of use , functionality, and integration **What do you dislike about Zocks?** The follow-up email template needs to be customized and oftentimes edited. That function should be more seamless. **What problems is Zocks solving and how is that benefiting you?** time management, first and foremost. It is an incredible tool for meeting notes and future meeting prep. ### 48. Streamlined Meetings and Excellent Customization Features **Rating:** 4.5/5.0 stars **Reviewed by:** Taylor W. **Reviewed Date:** December 04, 2025 **What do you like best about Zocks?** I like the ability to customize the prompts to get our notes formatted in a way that is useful for our firm. I also really appreciate the e-mail follow-up summaries, which clients have found incredibly valuable. Zocks helps with the meeting prep and even when notes are unclear, we can go into the chat bot to uncover more details about any specific talking point. As a small team, our time is very valuable, so having the ability to maintain meetings while the rest of the business can continue operating is extremely important. The initial setup of Zocks was seamless. **What do you dislike about Zocks?** The customer service can sometimes be slow to respond, so it takes time to get a resolution. The ability to customize prompts is like a double edge sword because it doesn't always format correctly or generate the desired information. I would love to receive more hand holding from an experienced rep on building out the prompts for specific meetings. We have also run into some problems where the AI note taker is delayed in joining a meeting or sometimes even drops out completely. I want to see more integration progress. Specifically, would love an integration with our CRM, Advyzon. I would also appreciate more template building guidance, whether that means having more presets or having a team member be willing to schedule time to work on prompts together. **What problems is Zocks solving and how is that benefiting you?** Zocks removes the need for a note-taking person in meetings, allowing our team to focus on other tasks. It offers clear to-do items in our CRM, streamlines follow-ups like emailing summaries, and provides customizable prompts for formatted notes. ### 49. Keeps Me Focused on Clients, Not Note-Taking **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | ADvisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** It lets me focus on the client instead of spending the session taking notes. **What do you dislike about Zocks?** At times it doesn't understand nuance or sarcasm. **What problems is Zocks solving and how is that benefiting you?** It lets me schedule meetings without having to deal with all the details. ### 50. Zocks Transforms Meeting Summaries with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Zocks?** I like Zocks because it provides better and more actionable insights and has stronger integration with other systems that we use. The customer service is great, which is a big plus. The onboarding was super easy, and I found the initial setup to be great. **What do you dislike about Zocks?** NA **What problems is Zocks solving and how is that benefiting you?** I use Zocks for summarizing client meetings. It automates tasks, is easier to use, and provides more accuracy. 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