Zocks
676 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2022
All Products & Services
Zocks Reviews
NR
Nicholas R.
Wealth Advisor at Gregory Ricks Total WealthTop-Notch Accuracy That Lets Me Stay Present with Clients
Being able to primarily sit in a visit with clients and have a human one-on-one interaction with them without having to constantly take notes or go to my computer. It also helps with the recap emails to catch things that I may have missed, and the accuracy is top-notch!
DT
Denise T.
Wealth Advisor | Speaker | Fierce Advocate | Tenderhearted Mama of 4A Game-Changer In-Meeting Assistant That Frees Me Up for Clients
Zocks frees me up to focus on my clients, rather than getting down every little detail. I love it, and it's been a game-changer in my meeting!! Feels like the in-meeting assistant that every lead advisor should have! :)
ZL
Zebulon L.
Managing Priorities by Managing DollarsAmazing Concise Meeting Summaries and Clear Next Steps
It does an amazing job of providing concise meeting summaries and setting up next steps.
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
zocks.io