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
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.