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Zocks

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566 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
497
67
0
2
0
Verified User in Financial Services
UF
Verified User in Financial Services
07/24/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Zocks Boosts Meeting Note Efficiency and Accuracy

Using Zocks as our note taker has greatly reduced the time it takes for client meeting follow ups, it has greatly enhanced efficiency and accuracy in capturing notes. It is integrated with SalesForce and has been helpful in compiling data for client meeting prep
Verified User in Financial Services
UF
Verified User in Financial Services
07/24/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Detailed Meeting Notes and Seamless Integrations with Zocks

Zocks allows me to focus on my clients during meetings, knowing exceptional & detailed notes are being compiled by my Zocks assistant. It's helpful that it integrates across all of our technologies, and it's easy to have Zocks join meetings whether phone, Zoom, or in-person. The AI is also quite impressive in deciphering the content from the fluff during meetings and lightly editing for professionalism. Zocks' customer support is also most responsive and helpful.
Verified User in Financial Services
UF
Verified User in Financial Services
07/24/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Makes Work More Efficient

Makes my life more efficient when it comes to work

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