Zocks
502 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2022
All Products & Services
Zocks Reviews
KK
Karen K.
Zocks Deepens Advisor Notes and Streamlines Follow-Up
Zocks has improved the quality and depth of the notes that our advisors are gathering. The advisors are finding the advance preparation to be helpful, and the follow up to be more streamlined. We are able to better bridge the flow from Outlook to Redtail.
EZ
Ethan Z.
Solid AI Notes & Tasks That Boost Follow-Ups
It is very helpful for creating task after the meeting with it syncing to Redtail or whatever CRM is used. It has changed how well we can follow up with being able to reference back to the notes and tasks. The AI has been very solid and not had many issues.
TS
Todd A. S.
Financial Advisor Sterling Wealth SolutionsStay Focused with effortless note taking
It allows me to focus on communicating with my client and not having to worry about taking 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