Zocks
539 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2022
All Products & Services
Zocks Reviews
UF
Verified User in Financial Services
Impressive Integrations That Save Hours
I’m impressed by how many integrations there are that pull in data and produce genuinely useful information. It saves me hours!
G
Verified User
Superior Note-Taking and Client-Friendly Experience
I love that Zocks ensures meetings are not being recorded, which my clients typically appreciate a lot. I also find that the summary Zocks produces is far superior to any other AI tool I've used. It's much more user friendly for our clients, and they prefer it. Plus, the initial setup was extremely easy.
UF
Verified User in Financial Services
Lets Me Focus on Client Conversations, Not Note-Taking
gives me the ability to focus on the client conversation vs trying to take down all my notes.
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
zocks.io