Our team has been using Zocks for about 6 months now, and we aren't sure how we'd live without it at this point. The AI notetaker is INCREDIBLY thorough with summarizing meeting details and generating follow-up tasks for our team to execute for our clients. The amount of time this tool has saved our team is incredible, not just hours but days of work at this point. It also directly integrates with our CRM, Wealthbox, which allows us to push notes and tasks (& assign those tasks) directly to the contact record in Wealthbox. But most importantly, the summaries and follow-up emails we send post-meeting has impressed our clients so much and created a very high level of trust. We have only received positive feedback on this tool since we started using it and we have no intentions on ever cancelling. IT'S WORTH EVERY PENNY. Highly recommend.

Zocks has been a game changer for our office. We use it all the time. The AI notetaking has been great for our clients to have everything outlined from the meeting. It also has increased our follow up. The advisors also notice that it helps them run the meeting more efficiently by being able to listen to the clients more and not have to worry about stop and taking their own notes. The Zocks service has also been great. They are responsive and available to help with any questions we may have.

Zocks has been an integral part of our business. It significantly reduces meeting wrap-up time, is fully customizable to meet our needs, offers strong word-recognition accuracy, and is easy to use. Zock's also has wonderful, prompt customer service!