Zocks
672 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2022
All Products & Services
Zocks Reviews
SP
Samuel P.
Great Meeting Templates for Different Meeting Types
I like the templates that can be set up for the different meeting types.
DL
Damien L.
President and Chief Advisor of LaRuffa Financial Group, LLCEffortless Meeting Notes and Follow-Ups That Keep Us on Track
Meeting notes from both phone calls and appointments with clients. It has made this process incredibly easy and efficient. The ability to send a pre-written follow email is great and the ability to log tasks from the meetings has made following up on items from the meetings very efficient.
RR
Roger R.
Financial Planner at Wealth Enhancement GroupZocks Is Amazing: Unmatched Functionality
Zocks is amazing! The functionality and efficiency it creates is unmatched!
About
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