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Zocks
121 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2022
All Products & Services
Zocks Reviews
UF
Verified User in Financial Services
Changing the game on meeting wraps!
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!
UF
Verified User in Financial Services
Happy Customer
It makes meetings easier, due to not having to take notes. It makes following up easier, due to putting together recap emails. It pulls out all of the relevant information for storage, and helps me organize action steps.
MS
Madi S.
Effortless Note-Taking and Seamless CRM Integration
I use Zocks for note-taking and it saves me time by taking notes automatically. I really like being able to not worry about taking notes so that I can provide my full attention to meetings. I also appreciate being able to review and edit notes if necessary, which helps me ensure the quality of the note content. The initial setup of Zocks was great.
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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