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Zocks

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

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522
75
2
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Verified User in Financial Services
UF
Verified User in Financial Services
07/31/2026
Validated Reviewer
Verified Current User
Review source: Organic

Real-Time Notes with Room for Improvement

I like that Zocks not only takes your notes, but also breaks down how much talking you were doing compared to the client, and it gives you a grade. I also like that it gives you the ability to add templates within it to make sure you cover specific items during meetings. It ensures that we capture everything the client says. The templates help us make sure we touch on key items in every meeting and don't overlook them, and the grading allows us to tweak our meetings so that every meeting is a plus quality tier meeting.
Colin C.
CC
Colin C.
Financial Planner
07/31/2026
Validated Reviewer
Review source: Organic
Incentivized Review

Effortless Meeting Note Management with Time-Saving AI

I like that Zocks takes notes for me during client meetings, so I don't have to take notes myself anymore or hire someone to do it. The ability to search through the notes easily using the AI tool is pretty helpful. It saves me time because I can look through the notes easily or copy and paste them into another document if needed. The setup was pretty easy, and the representatives have been helpful.
Robin M.
RM
Robin M.
Co-Founder at Odyssey Wealth Management Group LLC
07/31/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Customized note-taking system that optimizes our services

Time saving capabilities in maintaining meeting notes

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