Avaliações e Detalhes do Produto Zocks

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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

Zocks tornou nossas reuniões mais eficientes, pois podemos passar mais tempo em conversas intencionais e ininterruptas com os clientes. O resumo da reunião do Zocks é criado muito rapidamente e é personalizado de acordo com como você gostaria que esses resumos fossem. Reservamos um tempo após cada reunião para revisar os resumos e refinar conforme necessário, e a edição é muito fácil. Se tivermos perguntas, a equipe de suporte do Zocks é muito rápida em suas respostas. Análise coletada por e hospedada no G2.com.

À medida que editamos resumos de reuniões, percebemos que às vezes é necessário alterar informações que afetariam a forma como todo o resumo é escrito. Muitas vezes, ao informar ao assistente de IA informações adicionais, ele não reconhece as mudanças que estamos tentando fazer sem passar por cada linha e editar. Análise coletada por e hospedada no G2.com.

Eu uso o Zocks em todas as reuniões, seja presencialmente ou virtualmente. O Zocks é fácil de usar e rápido de implementar. Eu adoro o recurso de chat com IA que me permite fazer perguntas sobre a reunião ou reuniões anteriores. O Zocks torna super fácil atribuir tarefas das reuniões e enviar e-mails de acompanhamento das reuniões. O Zocks também se integra com meu planejamento, relatórios, e-mail e CRM para extrair dados para a preparação da reunião! O que costumava levar de 30 a 60 minutos agora me leva menos de 5. Os clientes também adoram os e-mails de resumo das reuniões. Análise coletada por e hospedada no G2.com.

Eu não gosto do fato de não haver um número de telefone dedicado para suporte ao cliente. O primeiro nível de suporte é todo por IA ou chat. Não há uma maneira direta de contatar o suporte quando você precisa. Se você escalar seu problema, eventualmente você ficará diante de uma ótima equipe de suporte ao cliente. Até lá, é só você e o chat. :( Análise coletada por e hospedada no G2.com.

O que eu mais gosto no Zocks é como ele se integra bem com os sistemas que já uso todos os dias, incluindo meu CRM, Outlook, software de planejamento financeiro e Zoom. Também gosto de poder usá-lo em chamadas telefônicas para tomar notas, o que o torna útil além das reuniões virtuais agendadas. Ele economiza uma quantidade significativa de tempo em anotações de reuniões e acompanhamento, e a postagem automática no meu CRM ajuda a manter os registros atualizados sem criar mais trabalho manual. Outro grande benefício é que ele ajuda a apoiar a conformidade e a documentação do Reg BI, o que é importante no meu negócio. Análise coletada por e hospedada no G2.com.

Como a maioria das ferramentas tecnológicas, há um aprendizado inicial envolvido em descobrir como melhor integrá-la ao seu fluxo de trabalho existente. Mas, uma vez que ela é integrada ao seu processo, a economia de tempo e os benefícios de documentação fazem com que valha a pena. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

I find Zocks to be extremely helpful for my team during meetings, whether virtual or in-person. It's great at taking notes and putting together meeting summaries, follow-up emails, and action items, which has made us much more efficient. I appreciate how Zocks saves us time and helps us stay organized, ensuring we don't miss important details or action items. It keeps better notes than I ever could and allows me to focus on the conversations instead of capturing details. The wrap-up feature, which generates a final product with all notes, action items, and the email component, has been a massive time saver and helps keep us very organized. Plus, the initial setup was very easy. Análise coletada por e hospedada no G2.com.

No dislikes Análise coletada por e hospedada no G2.com.

Zocks is stunningly accurate, and I’m able to take fewer notes during client meetings than I used to. After each meeting, I capture the Meeting Details and Meeting Summary and save them in each client’s folder and in my CRM, which really supports my note-taking process. I also add the Follow Up tasks to both my task list and my assistants’ task lists, and that’s helping ensure things don’t fall through the cracks.

The Follow Up email that Zocks generates is solid and usually only needs a little finessing before I feel confident sending it to clients after a meeting. Another feature I use often is the “Explain” feature in Meeting Details. I use it after I’ve left a voicemail for a client, and it helps me capture my exact words so I can enter them into my CRM.

So far, I’m thrilled with Zocks—the notes it captures are more eloquent than I am. I also have a hearing problem, and Zocks catches some things clients say that I might not pick up on, which has been very helpful. Análise coletada por e hospedada no G2.com.

It's not perfect, but no AI tool will be perfect. I have some difficulty figuring out the best meeting type to use, since I want to capture different types of notes if I with a client versus at a conference versus meeting with colleagues. Zocks sometimes cannot recognize different voices. Lastly, this is both a positive and a negative - the notes capture pretty much everything that was said, so it's a lot of material to wade through post-meeting. Análise coletada por e hospedada no G2.com.

I like how Zocks has templates specifically built for financial advisors, which helps me stay present in meetings while it captures structured notes and action items, and also provides me with a ready-to-copy and paste follow-up email wording. I appreciate the calendar integration, which allows Zocks to be set up ready to transcribe without the need for last-minute additions, keeping my workflow efficient. The templates for each meeting type aligned with financial planning conversations keep the meeting summary context properly written and in order. I find the automatic association of meetings with the correct client record and pulling in of relevant context ahead of time valuable. It gives me better summaries and task assignments that can be used with any meeting. Análise coletada por e hospedada no G2.com.

The exported PDF file doesn't print out well. The format does not have proper margins, so the logo gets cut out and there are large gaps of space, and headings are separated from paragraphs. There is also a bit of a learning curve if you want to add customized templates. The options in the template section are very minimal and confusing. It's not user-friendly. Análise coletada por e hospedada no G2.com.

I love how integrated Zocks is. It's very sharp and knows when to be in meetings, taking great notes better than I ever could on my own, and organizing them the same way each time. I like how I don't have to invite it to meetings as it automatically shows up, and I can use the live meetings app on my phone when I'm in an in-person meeting or on the go. Zocks allows me to be more connected and intentional with my planning clients, enabling me to be fully present and listen to what they're saying without focusing on taking notes. It helps me write up follow-up emails and document notes efficiently, saving me a couple of hours a day. Setup was super easy, just very simple. Análise coletada por e hospedada no G2.com.

There's just so many tools on Zocks to use, and maybe I'm just not familiar with all of them. So just getting a better awareness for all that it can provide. Análise coletada por e hospedada no G2.com.

I like the ease of using Zocks now that it's integrated into Zoom, as it automatically pops up whenever the meeting starts, making it easier to let my Zocks account into the meeting. Additionally, I appreciate that the report is ready right when the meeting completes. Unlike Zoom AI, which created long and overwhelming meeting recap notes, Zocks provides short, concise summaries broken into sections, making them much easier to read when I'm reviewing old meetings for upcoming ones. Moreover, the initial setup was fairly easy. Análise coletada por e hospedada no G2.com.

I think understanding some of the internal workings of how I can you know, better set up email language or templates for certain types of meetings. It just feels overwhelming to set all that up and undertake that. Análise coletada por e hospedada no G2.com.