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Zocks

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596 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2022
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Zocks Reviews

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Star Rating
519
75
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Verified User in Financial Services
UF
Verified User in Financial Services
07/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Simplified, straight-forward notetaking with minor flaws

As a notetaker it is fantastic. It has a very easy to view user interface, integrates well with zoom / teams, never has performance issues and seems like the time you save greatly offsets the cost. Support is always reaching out and the AI synthesizes information quite well.
Verified User in Financial Services
UF
Verified User in Financial Services
07/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Integration for Accurate Client Info Capture

It integrates with our other software to accurately capture client info.
Brian S.
BS
Brian S.
Senior Portfolio Administrator
07/29/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless Advisor Note-Taking and Time Saver

I really appreciate the Pre-Meeting prep feature in Zocks. It's amazing because it's automated and it collects everything from all the connected sites for you. This saves me time since I don't have to visit 3 or 4 different sites to gather information. All the information is presented in a nice format, so I only need to check Zocks for what I need. The initial setup was pretty easy too, though mapping to Salesforce requires some backend knowledge.

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