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Zocks

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601 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2022
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522
75
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Zocks Reviews

Review Filters
Profile Name
Star Rating
522
75
2
2
0
Carlos H.
CH
Carlos H.
Associate Financial Advisor
07/30/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great for Note-Taking and Staying Present in Conversations

This is great for note-taking, frees up time, and helps me stay present in any conversation.
Verified User in Financial Services
UF
Verified User in Financial Services
07/30/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Beautifully Formatted, Fast AI Summaries with Easy PDF Downloads

The summaries are very well written and beautifully formatted, making them easy and pleasant to read. I liked the ability to download a PDF. Summaries arrived quickly. Pricing was reasonable, although higher than competitors. AI worked great at summarizing and understanding conversations. I didn't integrate it into other applications so can't speak to that and never had any interface with support.
Verified User in Financial Services
AF
Verified User in Financial Services
07/30/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great AI Meeting Recaps

The AI feature is great and it really captures the full meeting in detail

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