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Zocks

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672 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
579
89
2
2
0
Judite C.
JC
Judite C.
08/18/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Efficient Meeting Summaries with Minor Accuracy Glitch

I like how Zocks creates wonderful summaries of all the details and items that need to happen after meetings. I appreciate the summaries at the end of a meeting, the details it captures, and how it gathers information during the meeting, putting it in a summary and even starting the email back to the meeting attendees. It totally saves time by getting everything ready instead of starting from scratch. Zocks already starts with a nice little template and summary of the call, including action items. It helps cut down time after the call by having all the information ready to go. Setting up Zocks was very easy, simple, and straightforward.
sharon w.
SW
sharon w.
08/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Revolutionized Meeting Prep & CRM Efficiency

I really appreciate Zocks for its amazing accuracy in transcribing meetings, which is very precise and detailed. I love how Zocks creates draft responses in Microsoft Outlook, saving me time as the emails are 75% or more written accurately, even reflecting details from past meetings. It’s impressive how Zocks checks my calendar for availability when responding to simple client queries. The ability to access previous meeting transcripts greatly enhances my email drafts, requiring only minor edits. This level of detail is not something I could achieve on my own due to time constraints. Additionally, the seamless integration with CRM, eMoney, and our calendar helps my team stay organized and engaged during client interactions. The initial setup of Zocks was surprisingly effortless, even though we had some help. Overall, the AI responses to emails, meeting preparation, and industry-specific responses significantly add value for us.
Phop .
P
Phop .
08/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless Note-Taking with Seamless Integrations

I love the ability to just click a button and go with Zocks. It's the easiest notetaker I've seen, and it has fantastic note-taking abilities. Zocks integrates with Outlook, Salesforce, and Claude, which is great because I can port notes into Salesforce. Copying and pasting for emails is super easy, and the ability to put in different meeting profiles is pretty profound. That way, it listens and caters to each specific meeting as if it's a different notetaker. The initial setup of Zocks was very easy, almost effortless.

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