Product Avatar Image

Zocks

Show rating breakdown
587 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2022
Profile Filters

All Products & Services

Profile Name

Star Rating

514
71
0
2
0

Zocks Reviews

Review Filters
Profile Name
Star Rating
514
71
0
2
0
GI
Gulam I.
07/29/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Great Support, But Takes Time to Adjust

What I like most now is that the follow-up drafts give me a starting point, which is helpful since I'm still developing my client voice. Having something to react to is much better than staring at a blank email. The search output has taught me what a complete client record should look like, making me better at knowing what to ask in the room. It fits into the CRM we already use, so there was nothing new to learn there, and it is quick, which helps me stay efficient even if I'm sometimes slower than my senior colleagues. The setup was easy and required no technical skill or API code. The support was patient with us, even when we asked basic questions.
Jim L.
JL
Jim L.
Wealth and Income Strategies I help simplify the complexity of creating income. Eroding factors reduce our income let me help you increase your future income by reducing the impact of these.
07/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great data capture and time savings with some challenges

The details that it collects that I would have missed
HL
Harry L.
07/28/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Real-Time Clarity and Automation with Zocks

I manage transaction reconciliation on Zocks, and I love how I can see in real-time what's happening with e-commerce payments. It gives me clarity and peace of mind since I can instantly recognize issues like payment gateway problems or double charges. I really appreciate not needing any training to understand what's happening. I also enjoy the automation of alerts, which is super helpful because I get notified when something is wrong without constantly checking myself.

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