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Zocks

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606 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2022
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Zocks Reviews

Review Filters
Profile Name
Star Rating
526
76
2
2
0
Spencer W.
SW
Spencer W.
Financial Advisor at Teton Wealth Group
07/29/2026
Validated Reviewer
Review source: Organic

Great Integrations, Needs Faster AI and Customization

I like that Zocks records the meetings we take and helps me send recap emails to our clients. I appreciate that it integrates well with Salesforce and Outlook and has lots of other integrative properties. It's great that Zocks doesn't contain an actual voice recording but includes a transcript, which is awesome for compliance purposes. The Salesforce integration is nice because Zocks can automatically save meeting notes to Salesforce and push recap emails to my Outlook's draft box, making email review and sending very convenient. The initial setup was really easy for our team.
Verified User in Financial Services
UF
Verified User in Financial Services
07/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Simplified, straight-forward notetaking with minor flaws

As a notetaker it is fantastic. It has a very easy to view user interface, integrates well with zoom / teams, never has performance issues and seems like the time you save greatly offsets the cost. Support is always reaching out and the AI synthesizes information quite well.
Verified User in Financial Services
UF
Verified User in Financial Services
07/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Integration for Accurate Client Info Capture

It integrates with our other software to accurately capture client info.

About

Contact

HQ Location:
San Francisco, CA

Social

@zocksio

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
zocks.io