Zocks has streamlined operations around meeting prep and post-meeting analysis, enabling our advisors to spend more time in their highest and best use of advising clients.

I love how Zocks captures those really fine and nitty gritty details we might overlook in meetings, especially during complex situations or longer meetings. What I love about it is that it creates a section for personal, nonfinancial information, which helps me connect with clients as people. I really love the layout of the website; the user experience is simple, and that's what makes it so effective. I see what I need to see, and the access to the information I want in each tab, like past or future meetings, is really quick. Another great feature is how it integrates so well with our other systems, like our video calls through Zoom and our CRM. It's really helped cut down the time we spend putting notes into our CRM and generating follow-up emails with action items. There's really nothing I would change about it.

I really appreciate how Zocks saves me tremendous amounts of time and eliminates a lot of human error. I find the integrations across multiple systems invaluable. They allow me to quickly gather relevant data across CRM, Outlook, and other tools, making my work much more efficient and effective. I also like the ability to prompt it for various perspectives, which adds a layer of depth to its functionality. Overall, the initial setup was very easy for my team.