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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
MP
Mike P.
08/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Amazing.

I love how intuitive it is and easy to use. so simple and that it connect automatically to every meeting.
AS
Anna S.
08/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Records Well and Makes Meeting Prep Smooth

I thought it records well and does meeting prep smoothly.
Debra K.
DK
Debra K.
Financial Advisor at Perryman Financial Advisory, Inc.
08/25/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Helpful Setup Support and Impressive Meeting Summaries

I’m very new to Zocks, so these are definitely first impressions. I initially had some difficulty getting connected on my computer, but Emily was extremely helpful this afternoon. She walked me through the setup, got everything working, and then I took a chance to play with the software a bit. I’m excited about the possibilities. I can see Zocks being a very useful tool for capturing and summarizing meeting notes from Zoom meetings, phone calls, and even in-person meetings using my phone. Our office has been using it longer than I have, and I’ve already seen some of the meeting notes and summaries it produces, which have been impressive and useful. I still have a lot to learn and will be able to say more after I’ve used it regularly, but my initial experience has been very positive. I’m looking forward to seeing how it fits into my day-to-day workflow

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