Nicholas R.
NR
Wealth Advisor
Small-Business (50 or fewer emp.)
"Top-Notch Accuracy That Lets Me Stay Present with Clients"
5/5
What do you like best about Zocks?

Being able to primarily sit in a visit with clients and have a human one-on-one interaction with them without having to constantly take notes or go to my computer. It also helps with the recap emails to catch things that I may have missed, and the accuracy is top-notch! Review collected by and hosted on G2.com.

What do you dislike about Zocks?

There are some misspellings I catch at times that are consistent and I haven't found a way to make it constantly spell certain words or people certain ways. Sometimes it also catches what I say as an advisor and puts it to the client, but this is rare. Review collected by and hosted on G2.com.

See what 673 reviewers think of Zocks

4.7 out of 5 · Verified reviews from real users

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