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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

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Profile Name
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579
89
2
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0
NA
Nathaniel A.
08/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Excellent for Streamlining Information Management

Zocks is a truly excellent support solution for capturing, processing, and structuring information exchanges during alignment sessions. I like that it neutralizes data dispersion and prevents key agreements and commitments from being lost among multiple isolated text documents. I liked that it optimizes time after each meeting and streamlines the distribution of clear minutes to the teams involved. The ability to transform a lengthy conversation into an orderly outline of critical points and pending tasks almost instantly is invaluable. Also, the initial deployment was fairly easy.
Matt M.
MM
Matt M.
Guiding Families Through College Planning and Wealth Building
08/15/2026
Validated Reviewer
Review source: Organic
Incentivized Review

Revolutionized Note-Taking, Boosted Client Focus

I use Zocks for note-taking during Zoom meetings, in-person meetings, and phone meetings, especially for my financial planning business. I appreciate the efficiency it offers, helping me focus on my clients and be present rather than juggling multiple tasks. I really like how Zocks remembers everything and allows me to send professional, bullet-pointed follow-up emails to clients, which enhances my efficiency and helps me maximize my time while addressing client needs. Also, it's fantastic how the AI note-taking feature transcribes meetings and compiles notes automatically, saving me five to ten hours a week and letting me meet more people. The initial setup was very simple, and using Zocks quickly became second nature.
MB
Matt B.
08/14/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Clean, Intuitive Meeting Tracking with Excellent Performance and AI Support

I love being able to track and customize meetings for different groups, and the performance has been excellent. The built-in AI tool supports me throughout the entire process, and I genuinely appreciate the range of features it currently offers for running meetings. The interface is clean and intuitive, which really stands out.

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