--- title: Zocks Reviews meta_title: 'Zocks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 383 reviews by the users' company size, role or industry to find out how Zocks works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 383 scale: '5' date_modified: '2026-07-03' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Zocks Reviews **Vendor:** Zocks **Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 383 ## About Zocks Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, document processing, and more. This sets you free to focus on what matters most: your clients. With Zocks, you can: Focus on Your Client While Zocks Takes Notes Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM and financial planning tools, and writes a follow-up email. Instantly Fill Out Forms Like Client Intake & Account Openings Zocks automatically fills out intake, fact finder and account forms, and more, so you can close more prospects and provide a better client experience. Reply to Client Emails in Seconds Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service. Get Detailed Reporting on Your Client Conversations Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more. To learn more and start a free trial, visit zocks.io. - [View Zocks pricing details and edition comparison](https://www.g2.com/products/zocks/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-03+05%3A44%3A22+-0500&secure%5Bsession_id%5D=1b379c9c-bca3-41ca-be7f-7a16b4c63fbf&secure%5Btoken%5D=9e1b115256fd1ee0392db9a3ad241168cd5e5e7fa267b79f2b2fd9b9e8433746&format=llm_user) ## Zocks Integrations - [AdvisorEngine](https://www.g2.com/products/advisorengine/reviews) - [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Global Relay](https://www.g2.com/products/global-relay/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [GoTo Connect](https://www.g2.com/products/goto-connect/reviews) - [Holistiplan](https://www.g2.com/products/holistiplan/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intulse](https://www.g2.com/products/intulse/reviews) - [Microsoft Exchange](https://www.g2.com/products/microsoft-microsoft-exchange/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [Precise](https://www.g2.com/products/precise/reviews) - [PreciseFP](https://www.g2.com/products/precisefp/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - [RingCentral Video](https://www.g2.com/products/ringcentral-video/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Smarsh](https://www.g2.com/products/digital-reasoning-systems-smarsh/reviews) - [SmartOffice](https://www.g2.com/products/artifex-software-smartoffice/reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Webex Calling](https://www.g2.com/products/webex-calling/reviews) - [XLR8](https://www.g2.com/products/xlr8/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Zocks Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity ## Top Zocks Alternatives - [GReminders](https://www.g2.com/products/greminders/reviews) - 4.6/5.0 (678 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews)