Saves time in taking meeting notes. It capture to information pretty well during virtual and in person meetings. I also like the score and feedback on post meetings. It helped me learn how I can be more effective in running the client meeting.

I lean on Zocks for organizing client work by pulling financial details and personal circumstances into a structured format, which makes managing action items from meetings more efficient. It really splits the workload between me and my assistant nicely. What I like most is how it frees up my assistant from typing meeting notes and data entry. Now, those tasks happen automatically, allowing her to focus on more meaningful work, such as calling clients and checking paperwork, without needing more hours. I really appreciate that nothing gets permanently recorded, which aligns with my preference for privacy. Also, the support team is reliable and understands how small advisory practices work, which helped streamline the setup process that only took half a day. It even allowed my assistant to pick up the system faster than I did. Overall, Zocks has delivered on saving time and enabling us to focus on work that's worth doing.

I really like Zocks for its efficiency in capturing discussions with clients. It saves me time by capturing the meeting with the exact words of the adviser and the client. I also appreciate its ability to capture data more accurately. The real-time note creation is great, allowing me to review the notes quickly and store them in the client file. The setup was very easy, and the people who helped us set up and train were very helpful.