I like how Zocks allows me to find information for clients quickly, helping me prepare for meetings and anticipate client questions effectively. I can ask questions within the contacts tab, and it's been really helpful in scanning notes and organizing information. It's great that Zocks can integrate with Salesforce and eMoney, bringing all vital information to light on one screen. The setup was pretty easy and intuitive, making it straightforward to use and refine further over time.

Zocks has been designed with financial professionals in mind. It's thoughtful and it knows the things we cover with clients. Summaries are organized in a logical way, and the ability to sync with Salesforce for syncing of notes and preparing for upcoming meetings is incredibly helpful. I appreciate how intelligently it functions and how easy it is to use.

Zocks is very detailed in the information it provides. As an analyst is it very helpful to have all the small details about clients or conversations between the client and advisor when prepping for a meeting.