Product Avatar Image

Zocks

Show rating breakdown
524 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2022
Profile Filters

All Products & Services

Profile Name

Star Rating

462
61
0
1
0

Zocks Reviews

Review Filters
Profile Name
Star Rating
462
61
0
1
0
Shervin S.
SS
Shervin S.
07/21/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great notetaking software for Financial Advisors

The depth of analysis on the conversations with clients
Verified User
G
Verified User
07/21/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Seamless Note-Taking

I love how Zocks seamlessly integrates with my phone system, Teams, Zoom, and in-person meetings. It's very easy to turn on and activate, and then go through the notes it takes after meetings. Capturing proper notes on phone calls is a huge challenge, but Zocks takes all the notes so I don't have to, making things easier for me. The initial setup of Zocks was very easy as well.
Verified User
G
Verified User
07/21/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Revolutionized Our Meeting Efficiency

I love that Zocks gives a comprehensive summary so that I don't have to try and recreate it or remember it after the meeting. I like that it gives me follow-up tasks without me having to remember, which allows me to be more present in meetings, especially with clients. It makes it so I don't need a separate physical assistant with me in the room, freeing up my assistant to work on other things instead of just sitting in a meeting to take notes.

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