It's a very easy to use platform. Anyone with either a great technology background or limited, can easily navigate this tools. It gives me a lot of great integrations with my web platforms and CRM. Plus the people I interact with are top notch.

Quality of output it provides, ease of use, and integration with existing tech stack.

I love how Zocks summarizes information in a format that’s easy to read while still staying detailed. The feature that stands out most to me is the AI command, which lets me quickly turn notes from client meetings into action items, review notes, and emails. What used to take me around 30 minutes now takes about 5, which saves a ton of time when I’m recording and entering notes into our CRM. The meeting follow-ups are also extremely useful, especially when I need to look back and find action items from past meetings. They give me a clear list of what needs to be done afterward and help ensure nothing slips through the cracks. Clients have even noticed the increased attention to detail. I also appreciate that Zocks notifies users when they’re experiencing issues with the app. It’s helpful to get that heads-up before I’m relying on the tool for meetings. At the moment, the only integration we use with Zocks is our phone system through Ascend. It allows us to dial phone numbers and start meetings directly from the Zocks interface, which helps us, as advisors, stay focused on client engagement. It also means I can keep both hands free to pull up relevant documents without worrying about missing crucial information during the conversation. Zocks has been easy to learn, including when onboarding new employees. My colleagues have been impressed with the tool and have had very little trouble learning the ins and outs. We’re currently exploring the 6 month free trial of Zocks, and I plan to keep using the program after the trial expires because it’s been extremely useful in our work environment. The pricing also seems fair when you consider how much time the assistant can save. This is our first note taker, and we absolutely love it. It’s been easy to learn and easy to use, and I’ve recommended it to other colleagues in our industry.