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Zocks

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672 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
579
89
2
2
0
KM
Kristina M.
09/01/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Streamlining Client Meeting Workflows with Room to Grow

Zocks has become a centralized hub for much of our client meeting activity. What I appreciate most is the amount of repetitive work it eliminates—downloading information, copying and pasting between platforms, and entering the same information in multiple places. Being able to capture the meeting information and then move it into the other systems we use saves time and makes the overall process much more efficient. It also helps reduce the chance of something getting missed along the way.
JO
Jake O.
08/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great UI, Solid Note Capture, and Helpful Support

The UI is great. Note capture is solid, support has been good, and the AI Ask feature is nice as well.
AP
Allmin P.
08/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Zocks Saves Time with Organized Meeting Summaries

What I like best about Zocks is how much time it saves during and after client meetings. It automatically captures key discussion points, action items, and notes, making it easier to stay focused on the conversation instead of taking detailed notes. The summaries are well organized, easy to review, and help ensure important details don't get missed. For our team, it has improved efficiency and consistency in documenting meetings.

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