Zocks
672 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2022
All Products & Services
Zocks Reviews
PP
Paul P.
Accurate Meeting Capture Without Recording Conversations
I like that it does not record conversations and it captures meetings accurately even while my phone is in my padfolio.
NG
Nathan G.
Streamlined Meeting Prep, Transcription, and Follow-Up—Keeps Me Focused
It helps with meeting preparation, transcription, and follow-up, which lets me stay focused on participating and staying engaged during the meeting.
LD
Luke D.
Zocks Saves Hours with Efficient Client Data Capture and Strong CRM Integrations
Zocks works efficiently to capture valuable client data that I would otherwise spend hours typing from a notepad into my CRM each week. It's gotten much better at categorizing this information in the past couple of years. It has integrations with Redtail and RightCapital which I use regularly.
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