Zocks
305 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2022
All Products & Services
Zocks Reviews
LH
Loy H.
Zocks Is a Game-Changer for Meeting Recaps and Follow-Ups
Zocks has been a game changer for our business. The detailed notes it creates for our meeting recaps are tremendous. It parses out the banter with clients and details the important topics and follow up items.
RJ
Remy J.
Efficient Note-Taking, Needs Improved Editing
I think Zocks does a good job at capturing nuances in meetings that I wouldn't necessarily capture if I were writing notes by hand. It's also very easy to setup.
UF
Verified User in Financial Services
Zocks Eliminates Meeting Prep and Note-Taking, Freeing Time for Proactive Client Outreach
As a paraplanner and associate advisor, the Zocks meeting prep tool, meeting notetaker have been crucial in eliminating these time-consuming tasks from our day-to-day schedule. It has given me time to work more proactively on client outreach and make sure nothing falls through the cracks.
About
What is Zocks?
Zocks is the AI Assistant that transforms how financial advisors and firms capture, organize, and leverage client information to better serve their clients, scale their practices, and grow AUM. It saves advisors 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, and more. This sets advisors free to focus on what matters most: their clients.
Details
Year Founded
2022
Website
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