Zocks
187 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2022
All Products & Services
Zocks Reviews
CM
Curt M.
Chief Marketing Officer, Partner at Fifth Avenue Healthcare ServicesEffortless Meeting Management with Zocks
I really appreciate the simplicity of use with Zocks, which makes it easy to navigate. I'm impressed by the detail and precision in the meeting summaries, as they help create a clear summary and agreed-upon next action steps post meetings. The email summary feature is also very helpful for simply copying and pasting to send out to attendees. The initial setup was so easy.
AC
Aoife C.
Streamlined Meeting Management with Zocks
I like the meeting processed feature and the tasking feature, especially the integration with Salesforce. It saves our team an enormous amount of time and takes over some monotonous tasks. The initial setup was super easy, and the team was very helpful.
VC
Vin C.
Essential Tool for Financial Planning Efficiency
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.
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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