The time savings and the quality of the notes are amazing. The fact that it integrates with the systems I’m already using is key, and it’s a big reason why we’re using it. Like any new technology, it takes some implementation effort, but they’re there to assist and guide you through the process. Easy to use and i just have to remember to turn it on.

I like how Zocks stores a vast amount of information from each meeting, which makes it super easy for me to see what's needed and what we went over. It helps me be the best financial advisor I can be by not missing any details, ensuring I can help clients in the best way possible. I also appreciate that it helps write an email for me to send to the client. I think it's probably the best piece of technology I've seen in many years, and it's easy to set up. I'm hopeful to use Zocks in more ways.

I like how it organizes the notes from the meeting in a very clean, easy to read manner. I use it for every meeting.