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Zocks

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585 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
513
70
0
2
0
Verified User
G
Verified User
07/28/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Time-Saving Note-Taker with Room for Voice Call Improvement

I like Zocks because it can summarize things in the way I want, which saves me time. I use it mostly for business notes, client reviews, summaries, and client emails. I'm also a fan of its application and the different ways I can take notes on my phone, not just on the computer. The setup was very easy, taking only about thirty minutes, and I appreciate how it integrates with Smart Office and my email. The summary feature is what I use the most, as it helps me with compliance for my meeting notes.
Verified User in Financial Services
UF
Verified User in Financial Services
07/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Effortless Client Meeting Notes with Searchable Transcripts and Salesforce Sync

It lets me focus on the client without worrying about writing down every detail. It captures details that I might otherwise miss, and I can search through the transcription by asking specific questions. I also like being able to connect it to Salesforce so I can keep a clear record of client meetings.
Verified User
G
Verified User
07/28/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless Note-Taking with Reliable Transcriptions

I use Zocks for work-related meetings, and I really appreciate the ability to have meetings transcribed. It makes it easier for me to edit and save the meeting notes, which is crucial since I sometimes missed details in the past. With Zocks, everything is noted, and it's easier for me to verify what needs to be done. Also, I like that it is synced to all our company's portal sites, and the initial setup was very easy.

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