# 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:** 336 ## 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. ## Zocks Reviews ### 1. Game Changer for Streamlined Client Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Kate A. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Zocks?** This has helped streamline my pre- and post-meeting activities so much that nothing falls through the cracks. It’s also helped me provide a consistent, great experience for my clients. The price is very reasonable considering how much time is saved over the course of the year. The support team is also very helpful in helping me customize my experience so things continue to run more efficiently. I'd say before, after a meeting I typically would spend 1-1.5 hours on the various activities/notes/emails. I now can get it done in less than 15 minutes. With 6-10 meetings a week, that adds up! **What do you dislike about Zocks?** I’d like a slightly easier way to insert prompts in the templates. I usually have to ask the support team for help to get them set up the way I want, because my prompts tend to be a bit more intricate than the ones I use in other mainstream AI programs. **What problems is Zocks solving and how is that benefiting you?** Consistent notes, follow up emails, and activities. After the Meeting Assistant has joined more than one meeting with a particular client, all of that information is easy to find and accessible right there when I need it. I also like being able to see data across multiple platforms at once, which makes prepping for a meeting simpler than ever. ### 2. Zocks Saves Time with Easy CRM Integration and Detailed Meeting Notes **Rating:** 4.5/5.0 stars **Reviewed by:** Mikayla B. | Inusurance & Senior Benefit Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Zocks?** Zocks has helped me save a lot of time on my post-meeting notes and meeting prep, and it’s been easy to use while integrating smoothly with my CRM. It also does a great job of picking up even the small details that get mentioned, which helps me strengthen my client relationships. **What do you dislike about Zocks?** It isn’t the easiest to use for phone appointments. It takes a few steps to set up before the call, and that isn’t very convenient. **What problems is Zocks solving and how is that benefiting you?** Before using Zocks, I had to spend hours each day on meeting notes. When meetings were scheduled back-to-back and I was forced to write my notes hours after the fact, details would sometimes get missed. With Zocks, the important information is captured, so things don’t slip through the cracks. It does a great job capturing accurate details, and it’s been reliable for me. This has allowed me to spend more time in appointments with clients and less time doing back office tasks, ultimately allowing me to be more productive and spend more time on the tasks that bring in money. ### 3. A Massive Time Saver That Keeps Me Fully Present in Client Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Roric G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** It is a massive time saver. It lets me stay in the moment with clients during meetings, whether that is in person, video or phone. I am not worried about taking hand written notes. I am more engaged with them. It captures all the little things that could have been forgotten previously. It syncs the notes with the CRM so that staff can read it. It is extremely fast/timely with the review summaries. Let's me share that with the client so we are all on the same page, immediately after the meeting. It is fairly easy to get up and running from the start so even a novice "AI" person can get their comfort up to speed with it. For the cost, it is a clear winner in the tech stack for me. **What do you dislike about Zocks?** It is not a dislike with Zocks but more with how some of the integrations take some additional steps to integrate with permissions and such. I also wish the iPad or iPhone app would stay logged in. When traveling away from office, the lack of wifi and constantly needing to re sign in has left me lacking in some meetings and that feels like a missed opportunity that the software could fix. **What problems is Zocks solving and how is that benefiting you?** Zocks takes 2 main issues we had away: My handwriting notes were terrible. It was hard for staff to decipher the things that need done. This software solution eliminates that. Secondly, it has lead to more meaningful conversations because I'm not losing the moment to take notes. That is powerful with clients ### 4. Improve Note-Taking for Financial Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Damián D. | Technical support / Logistic Assistance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Zocks?** What they really appreciate is how Zocks helps financial advisors take notes in meetings accurately, which turns out to be better than other AIs they have tried. Additionally, the financial advisor profile of the note-taker during meetings is very useful to them. I also notice that the initial setup process was quite easy, which is definitely a plus. **What do you dislike about Zocks?** The administration console could be more comprehensive and a more detailed payment system would also be good. The administration console could have more and better options on how to distribute user licenses. I understand that there are only two subscriptions for Zocks, there could be many more, more expensive, cheaper, on demand. **What problems is Zocks solving and how is that benefiting you?** Financial advisors use Zocks to take notes with financial advisory criteria in meetings, which saves them time. They say it's better than other AIs for this. ### 5. Zocks: The Best AI Note Taker **Rating:** 5.0/5.0 stars **Reviewed by:** Chad M. | Vice President of Investments, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Zocks?** Zocks is amazing. We use it on a daily basis to take notes in our client meetings. It saves us so many hours each week by us not having to take our own notes and rather being able to focus on client interaction and rapport. We use the recording software specifically to analyze our conversations, take notes, assign follow up tasks, and post notes to our CRM. **What do you dislike about Zocks?** The only downside that I have seen in Zocks is that it occasionally misspells client names and has minor grammatical errors. **What problems is Zocks solving and how is that benefiting you?** Zocks is solving the problem of having to spend hours upon hours each week taking our own notes in client meetings and posting them to our CRM. It also allows us to spend more time in conversation with our clients and allows us to get to know them on a deeper level. ### 6. Zocks is a must have! Tool that truly makes you money by the time it saves. **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Zocks?** Zocks is truly amazing. It has opened our eyes to using AI. It is the first real AI tool that i can say has saved our money/time. We use it daily in all our meetings with our clients and our employee meetings. We have just been using it basic but we are excited to work with the integrations that are coming out. We use it to onboard new clients and help organize existing clients. We are saving roughly 1-2 hours per client meeting. The follow up email has made our clients feel like they are getting a different level advisor. And the to do list has seriously been a game changer. When I have a meeting and forget to start zocks it makes me sick to my stomach thinking that i will miss something. That's how you know you have a good product. I have recommended Zocks to dozens of my clients and business partners. I do like that is compliant as it does not record but transcribes everything. And i love the Ai part that i can go back and ask questions on the meeting that will make impression as an advisor with an amazing memory. Helps me be a top performer. **What do you dislike about Zocks?** i would say that you have to manually remember to start the meeting but i dont see any way around it. And its truly set up for financial advisors so if wanted to use for other purposes i need to tweak it a bit. **What problems is Zocks solving and how is that benefiting you?** It is a huge time saver. Saving hours per client meeting. And it is amazing with keeping my whole team in the loop and not just me trying to fill them in. They can go in and read the whole meeting. Amazing tool. ### 7. Zocks Makes Reviewing Notes More Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel C. | Wealth Advisor Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2026 **What do you like best about Zocks?** Zocks has made our meetings more efficient, as we are able to spend more time in intentional and uninterrupted conversation with clients. Zocks' meeting summary is created very quickly and is personalized to how you'd like these summaries to look. We take time after each meeting to go through the summaries and refine as needed, and editing is very easy. If we have questions, Zocks support team is very prompt in their responses. **What do you dislike about Zocks?** As we edit meeting summaries, we've noticed that information can sometimes need changed that would effect the way the entire summary is written. Oftentimes, when telling the AI assistant additional information, it does not recognize the changes we are trying to make without going through each line and editing. **What problems is Zocks solving and how is that benefiting you?** Our team was spending a lot of time after meetings writing and/or going through notes. Sometimes, when we have multiple meetings in a day, these notes get put off for multiple days or weeks. As the Zocks summaries generate quickly and automatically, it's easier to go through notes right away. Even if going through them does get put off, it's much easier to refresh our memories over what was discussed. ### 8. Zocks Streamlines Meetings with Fast AI Recaps and Effortless Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Jon L. | Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Zocks?** I use Zocks in every meeting, whether in-person or virtually. Zocks is easy to use and quick to implement. I love the AI chat feature that allows me to ask questions about the meeting or previous meetings. Zocks makes it super easy to assign tasks from meetings and send meeting follow-up emails. Zocks also integrates with my planning, reporting, email, and CRM to pull data for meeting prep! What used to take 30-60 minutes now takes me less than 5. Clients love the meeting recap emails as well. **What do you dislike about Zocks?** I dislike the fact that there's no dedicated customer support phone number. First line support is all AI or chat. There's no direct way to contact support when you need it. If you escalate your issue, you will eventually get in front of a great team of customer support people. Until then, it's just you and the chat. :( **What problems is Zocks solving and how is that benefiting you?** Before Zocks, I either needed an associate in the meeting with me to take notes, or I had to handle everything myself: taking notes, assigning tasks, and drafting follow-up emails. I also had to create my meeting prep from scratch every single time. Now, Zocks recognizes who I’m meeting with and, with a couple of clicks, generates meeting prep and an agenda based on the information it pulls from my CRM, my open and closed tasks, and my email communications. ### 9. Exceptionally Helpful for Meeting Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher J. | Family Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about Zocks?** I use Zocks primarily for meeting notes, and it is exceptional. It saves me easily half an hour per meeting, and the notes it produces are beyond my capacity to take manually. The pre-meeting preparation is also very, very good, as is the ability to fill out forms. Even though we’re not using Zocks' full capabilities, I think it's an outstanding program, and I have nothing bad to say about it. Plus, the integration with Wealthbox is a total seamless experience. The initial setup was really easy, like plug in, turn it on, and go without difficulty. **What do you dislike about Zocks?** If I was being picky, I think the syncing of tasks or how that works going into my CRM can be a little annoying sometimes. But that's a fairly minor thing. It doesn't really impact things that much. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for meeting notes, which saves me half an hour per meeting and captures more information than I could manually. ### 10. Zocks Streamlines Meetings into CRM Notes and Follow-Ups in Minutes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about Zocks?** Zocks has brought a new level of efficiency to my business. During meetings, I can keep my attention on the client while still knowing that accurate, detailed, well-organized notes will be available for me to review afterward and easily integrate into my CRM. It used to take me about an hour after a meeting to finish my notes and send a follow-up email, and now it takes less than 15 minutes. I also appreciate the forms and customization options, because they help the client notes, automations, and follow-up emails feel natural and aligned with my usual flow of business. **What do you dislike about Zocks?** It took some upfront time to get the templates and forms flowing in a way that matches how my typical notes and emails sound. **What problems is Zocks solving and how is that benefiting you?** This technology allows me to focus my time and attention on the client, while still knowing the note-taking aspect is covered through proper documentation. It has made me more efficient with my time, which frees me up to focus on other aspects of my business while continuing to serve my clients effectively and efficiently. ### 11. Zocks Makes Meeting Notes Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Zocks?** Simple, reliable, consistent way to take detailed notes for meetings and recall important aspects of the meeting. Integrations and compliance is taken care of. Imagine the best person is taking notes for you, 100% of the time, and all you have to do is hit one button at the start of the meeting. That's Zocks. **What do you dislike about Zocks?** Aside from the fact that it's not free, Zocks has very very few flaws. The only improvement I can imagine is meeting detection and automatic recording. Even a phrase to start the recording would be helpful - similar to "Hey, Siri" or "Alexa". If I could say a key phrase like "Thank you for being here today" or something like that - it would be a helpful feature. **What problems is Zocks solving and how is that benefiting you?** Zocks allows our team to focus on the people, to stay in the moment and not worry about making sure we write down all the details. It helps us do the most important aspect of our job: Help our clients. ### 12. Zocks Saves Time with Seamless CRM, Outlook, and Zoom Integration **Rating:** 5.0/5.0 stars **Reviewed by:** David C. | Financial Advisor, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Zocks?** What I like best about Zocks is how well it integrates with the systems I already use every day, including my CRM, Outlook, financial planning software, and Zoom. I also like that I can use it on phone calls for note taking, which makes it useful beyond just scheduled virtual meetings. It saves a significant amount of time on meeting notes and follow-up, and the automatic posting into my CRM helps keep records current without creating more manual work. Another major benefit is that it helps support compliance and Reg BI documentation, which is important in my business. **What do you dislike about Zocks?** Like most technology tools, there is some upfront learning involved in figuring out how to best fit it into your existing workflow. But once it is integrated into your process, the time savings and documentation benefits make it worthwhile. **What problems is Zocks solving and how is that benefiting you?** Zocks is helping solve a major operational challenge in my practice: the time and effort it takes to document meetings and calls, handle follow-up, and keep client records updated. By automating much of that process, it frees up a lot of time and lets me focus more on planning, advice, and client relationships instead of administrative work. It also helps create better documentation in the CRM and supports a more consistent compliance process, which adds real value. ### 13. Effortless Client Meetings with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Shane W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Zocks?** I love that Zocks is automatic and joins all the meetings, which makes it super convenient. The fact that it deletes all client information and transcripts after thirty days ensures compliance, which I really appreciate. The note-taking during meetings is the primary use case for me, as it helps capture important details without scrambling to write everything down and losing eye contact with clients, whether in person or over Zoom. I also enjoy how it organizes captured information into an easily digestible format that can be pasted into our CRM for ongoing activities. Plus, it builds a to-do list for both the client and the adviser after the meeting, which is super helpful. **What do you dislike about Zocks?** Nothing **What problems is Zocks solving and how is that benefiting you?** Zocks helps with client onboarding by automatically taking notes during meetings, capturing details without distraction, and organizing them. It enhances communication by ensuring no details are missed. I like how it automatically joins meetings, deletes client info after 30 days, and is compliant. ### 14. Zocks Eliminates Meeting Prep and Note-Taking, Freeing Time for Proactive Client Outreach **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Zocks?** As a paraplanner and associate advisor, the Zocks meeting prep tool, meeting notetaker have been crucial in eliminating these time-consuming tasks from our day-to-day schedule. It has given me time to work more proactively on client outreach and make sure nothing falls through the cracks. **What do you dislike about Zocks?** Some of the default settings have been tedious to set up. For instance, when we have virtual meetings, the notetaker doesn't automatically join the meeting. I have to go in and manually do that. Perhaps we should have done a few more training calls with someone AFTER we signed up and had been using it for a month or so. **What problems is Zocks solving and how is that benefiting you?** The primary way Zocks is helping us is saving time on tedious tasks like combing through old emails and next steps notes so that we can make sure we are finalizing agendas early for our clients and bringing up topics that matter most to them. ### 15. Seamlessly Integrates and Boosts Meeting Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Philip B A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Zocks?** I find Zocks to be a genuinely helpful addition to our workflow. The note-taking is impressively accurate, capturing the key details, action items, and context from meetings without us having to worry about missing something important. It saves a meaningful amount of time on follow-up and documentation, which is crucial in a business where clear notes and accountability matter. The summaries are organized, easy to review, and make post-meeting communication much more efficient. I appreciate how it integrates well into our advisor tech stack, including eMoney, Zoom, Outlook, Orion, and Holista Plan. For firms looking to improve efficiency, this tool is a big win. Additionally, it's fairly easy to set up and use, and the meeting summaries are valuable for documenting in our CRM. **What do you dislike about Zocks?** Still new to using it and there could be some more training **What problems is Zocks solving and how is that benefiting you?** Zocks enhances workflow efficiency by accurately capturing meeting notes, saving time on follow-ups and documentation. It integrates well into our tech stack, improving efficiency and communication. Its summaries are organized and easy to review. ### 16. Streamlined Client Documentation, Needs Accuracy Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Carly Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Zocks?** I like the ease of use of Zocks and how it makes documenting meetings much better for our financial advisors, providing clear and concise notes for client interactions. I appreciate the summaries from each call, although sometimes they aren't perfect, they are still beneficial. We can link Zocks directly to our CRM, which allows us to seamlessly share notes, keeping our team informed about client relationships. The initial setup was very easy, which was a big plus. **What do you dislike about Zocks?** Sometimes the summary from the call isn't as accurate as I'd like it to be, gets who is talking wrong sometimes and that can be confusing. I would love more of a transcript than a summary but our clients like that it isn't recorded. **What problems is Zocks solving and how is that benefiting you?** Zocks improves documentation by turning client meetings into clear and concise notes, solving our advisors' issues with note-taking. It integrates with our CRM, keeping the team informed about client relationships. ### 17. Fast, Impressive Call Summaries with Smooth Redtail Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Zocks?** Helps sum up notes, and pick up aspects from conversations that I couldn't even imagine! I am so impressed with how quickly you receive the email to sum everything up, when it used to take hours. The user experience has been pretty good, and we like how it syncs with Redtail. The onboarding as been good. Sometimes it takes a little while to figure out the answer to a question, but they do make sure it gets done. We do feel like we are getting our moneys worth so far. One thing that I wish - I wish that it was easy to add on calls for my support staff if they run out. We were told we needed to add a new advisor if we wanted more calls for them? That's weird. Not sure if its a Commonwealth thing or a Zocks thing. **What do you dislike about Zocks?** Said on last answer - wish adding calls was more flexible for support staff. **What problems is Zocks solving and how is that benefiting you?** it makes sure we get all notes, sometimes I would not get them done after meetings. ### 18. Improving Efficiency and Presence in Client Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** What I like best about Zocks is that it allows me to be fully present during client meetings. Instead of stressing about writing everything down or worrying that I might miss important details, I can focus on engaging with clients and maintaining meaningful eye contact throughout the conversation. Knowing that the meeting is being accurately transcribed gives me confidence that the important information specific to our industry is being captured. I also appreciate how well Zocks captures precise details, such as exact dollar amounts, percentage returns, and other key financial information. It does a great job summarizing longer meetings into organized, categorized sections that are easy to review afterward. One of my favorite features is the meeting conclusion and follow up tasks section in the summary. It provides clear action items for both me and my team, making post-meeting follow-up much more efficient and organized. **What do you dislike about Zocks?** The meeting templates are not very intuitive to update or customize. In many cases, I have to rely on another team at Zocks for assistance to ensure the templates are configured correctly and that the appropriate fields are captured. Even with that support, the customization process has not always worked perfectly. Additionally, we have experienced situations where we manually started a recording, but due to a software glitch, the meeting summary was never generated or could not be found afterward. While the platform works well most of the time, the few instances where it failed were frustrating because there was no clear explanation as to why the recording did not process correctly. The current workaround is also tedious and impractical for our workflow, especially since the majority of our meetings are conducted in person and require us to manually start recordings most of the time. **What problems is Zocks solving and how is that benefiting you?** Zocks is helping solve several challenges related to efficiency, accuracy, and client engagement. It saves significant time by automatically capturing and organizing meeting notes, reducing the need for manual note taking and post-meeting documentation. It also improves client relationships because we are able to be more present and engaged during meetings, rather than focusing on writing everything down. This creates more natural and meaningful conversations with clients. Additionally, Zocks enhances the accuracy and detail of our note keeping. It captures important information that may otherwise be missed or forgotten, providing more comprehensive meeting records than we could typically recall from memory alone. ### 19. Effortless Client Meetings with Zocks **Rating:** 4.5/5.0 stars **Reviewed by:** David C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** I really like the quick meeting function in Zocks; it's the best. I appreciate that it can record in-person meetings I'm attending, which is really useful. Another feature I enjoy is how it keeps track of what percentage of time I'm speaking versus the client, helping me see who is doing a better job listening and assisting. It's super helpful that many details are recorded on Zocks that I might not catch or remember, letting me review them later. The integration with my email works well, and compared to Zoom's AI products, I prefer Zocks because it's more secure and user-friendly. The initial setup was very easy and effortless, which I appreciated. **What do you dislike about Zocks?** I’m still unfamiliar with the various reporting options. But I intend to learn better how to personalize the reporting. **What problems is Zocks solving and how is that benefiting you?** Zocks helps me listen attentively and capture client details. I like how it tracks speaking time percentage, aiding in better listening assessment. It records details I might miss, allowing me to review them later. ### 20. Efficient Notetaker with Great Detail, Needs Smoother Call Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Larry B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** I use Zocks as a notetaker for online or in-person meetings. It allows me to focus on the client in front of me without worrying about capturing all the details, as Zocks does a really good job of that. I like the extra detail I get in a note and the time it saves me when capturing information about a client meeting. The initial setup was very easy, and the team at Zocks took the time to ensure everything was working correctly for me. **What do you dislike about Zocks?** The one thing I'd like to see Zocks do is be able to integrate more smoothly with a telephone call instead of having to join Zocks in a conference call arrangement. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for taking notes during meetings. It lets me focus on my client instead of capturing all details, doing a great job of that. I love the detailed notes and the time saved in client meetings. ### 21. Enhances Meetings & Client Focus **Rating:** 5.0/5.0 stars **Reviewed by:** nick m. | College Financial Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** I love using Zocks for its incredible note-taking capabilities, allowing me to focus on my clients during meetings without worrying about documentation. The AI tool within Zocks is extremely helpful and intelligent, consistently performing tasks exactly as I want. I also enjoy the custom templates, which become really easy to use once set up. Additionally, I appreciate the employees at Zocks who are always ready to jump in and help when needed. The initial setup of Zocks was very easy, which made it convenient to get started. **What do you dislike about Zocks?** The templates are helpful but I needed someone to make them for me. Prompting the system for that specific case is difficult. They are difficult to create, not use. I don't know how to create them. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for meeting preparation and note-taking. It takes better notes than I ever could, letting me focus on my clients during meetings without the worry of documentation. ### 22. A Must-Have for Accurate Meeting Notes **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah B. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** I like that Zocks accurately captures information from meetings for my team and me to review. This feature means I'm not missing things and allows me to be more present with the client during meetings, knowing that Zocks takes accurate notes. It's really helpful because I can refer back to these notes when prepping for my next meeting or when my team is creating action item lists from past meetings. Everybody stays on the same page. Additionally, the initial setup was very easy. **What do you dislike about Zocks?** I wish I could integrate it a little bit more with our CRM. It would be great if it auto generated tasks for each team member based on their roles and responsibilities. In addition, I would love it to auto schedule the next meeting as well. The customization is not something that we've taken the time to understand how to do yet. **What problems is Zocks solving and how is that benefiting you?** Zocks captures meeting notes accurately, allowing me to be more present with clients and ensuring I don't miss important details. It helps my team stay aligned and simplifies the preparation for future meetings and action items. ### 23. Intuitive, Time-Saving, and Highly Accurate **Rating:** 5.0/5.0 stars **Reviewed by:** Robb D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Zocks?** I love how easy and intuitive Zocks is to use. The fact that it's super intelligent and can discern who is talking and what they are saying, even in a crowded environment, is amazing. It saves me so much time by preparing summaries, email follow-ups, and notes. I also appreciate how I can easily add to client accounts. Zocks picks up on the little bits of information I might miss when clients are sharing details, like employer and date of anniversary, because it hears everything. The initial setup was good, thanks to Brooke being phenomenal. **What do you dislike about Zocks?** I would like to see integration into A360, and I understand that is coming soon. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for note-taking, client organization, and meeting follow-ups. It saves me time with prepared summaries and hears things I miss, like details in conversations. It's easy to use and can understand speech even in crowded environments. ### 24. Vital Meeting Assistant with CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas S. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Zocks?** I really like the way Zocks integrates with my CRM system; it's extraordinarily helpful. It allows me to update tasks and send them out to my team automatically, saving me about ten to fifteen minutes per meeting on follow-up time. Plus, the system pushes tasks and information to our contacts and CRM, so I don't have to manually enter that after the meeting. Lastly, the initial setup process was very easy. **What do you dislike about Zocks?** Just the integration with my calendar, I think that might be more of an issue with my broker dealer than with them. But it would be nice if it would be able to kind of see my calendar ahead of time and help me plan for meetings. And then the other thing is that the app doesn't let you connect with your CRM. You can just look at the meeting summaries I have to go on to the browser to actually do the connections to my CRM system. **What problems is Zocks solving and how is that benefiting you?** I use Zocks as a notetaker in client meetings. It helps me track what was said and promised, capturing action items quickly. With its CRM integration, I can update and send tasks automatically, saving 10-15 minutes per meeting on follow-ups. ### 25. Time-Saving, Seamless RedTail Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria G. **Reviewed Date:** May 07, 2026 **What do you like best about Zocks?** I like how Zocks is more geared for financial advisors and exceeded our expectations during the trial. The platform frees up a lot of time, reducing my meeting prep and follow-up from 1-2 hours to about 15 minutes. I appreciate the great customer support which had us up and running in one day. The seamless syncing with RedTail is a huge help, making it easier to focus on client needs and bring in more business. I love that it reads previous meeting notes to help prioritize meeting agendas. The integration with our Outlook and phone also adds to its utility. Working with Brooke McMahon made the setup process amazing and she was easy to contact. **What do you dislike about Zocks?** Being able to get a live representative on the phone asap would be nice. **What problems is Zocks solving and how is that benefiting you?** Zocks streamlines my meeting prep and follow-up, reducing the time from 1-2 hours to 15 minutes. It integrates seamlessly with RedTail, helping us prioritize and focus on clients, freeing up time to bring in more business. ### 26. Game-Changer for Client Relationship Management **Rating:** 4.5/5.0 stars **Reviewed by:** Brad H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Zocks?** I like how Zocks has been a game changer for every stage of the client relationship. It really helps us stay focused on the conversation during meetings and keeps us organized afterward, making sure nothing slips through the cracks. I also appreciate how staying on top of actionable items we discuss in meetings and following up with clients is straightforward. The feature of remembering small details about clients' lives and making the experience more personable is particularly valuable. Additionally, the customer service team is great, making it easier to manage our interactions effectively. **What do you dislike about Zocks?** The integration into Redtail has been a bit cumbersome. It could be user error, but for some reason, it pulls the wrong people's names from time to time. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for notetaking, staying organized, and integrating notes into our CRM. It solves problems with organization, customer service, compliance, and preparation. It's a game changer for client relationships, helping us stay focused during meetings and ensure follow-ups, making the experience more personable. ### 27. Seamless CRM Integration with Minor App Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Ricky L. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Zocks?** I appreciate that Zocks does not record our conversation, and it integrates with our CRM and Outlook platform seamlessly. The setup was intuitive, and although we had to customize it to fit our business operations, learning the product was not too difficult. I am surprised at how accurate it is and am very well pleased with customer support the handful of times I have had to reach out. This has decreased my time in after-client meeting activities by about 75%. We have even started using this to take notes during our client appreciation and educational events to send out a blast summary email for those clients that could not attend and this has been well received. **What do you dislike about Zocks?** I would like to see an app for a PC/Mac or at least a browser plug in. We have had issues when using Zocks on a web browser as sessions could get interrupted. I feel if we had a dedicated app then we could run it without fear the session would not be transcribed. **What problems is Zocks solving and how is that benefiting you?** Zocks helps me take detailed notes during meetings while focusing on the client, enhancing relationship building. This is critical in my industry as I am not worried about missing a detail the client mentioned and can maintain eye contact and keep the conversation going. ### 28. A Time-Saving Essential for Team Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher W. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Zocks?** I find Zocks to be extremely helpful for my team during meetings, whether virtual or in-person. It's great at taking notes and putting together meeting summaries, follow-up emails, and action items, which has made us much more efficient. I appreciate how Zocks saves us time and helps us stay organized, ensuring we don't miss important details or action items. It keeps better notes than I ever could and allows me to focus on the conversations instead of capturing details. The wrap-up feature, which generates a final product with all notes, action items, and the email component, has been a massive time saver and helps keep us very organized. Plus, the initial setup was very easy. **What do you dislike about Zocks?** No dislikes **What problems is Zocks solving and how is that benefiting you?** Zocks helps us stay organized by taking and summarizing notes in meetings, highlighting action items, and composing follow-up emails. It saves us time, ensures we don't miss critical details, and keeps us organized and efficient. ### 29. Accurate, Eloquent Meeting Notes and Helpful Follow-Ups with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2026 **What do you like best about Zocks?** Zocks is stunningly accurate, and I’m able to take fewer notes during client meetings than I used to. After each meeting, I capture the Meeting Details and Meeting Summary and save them in each client’s folder and in my CRM, which really supports my note-taking process. I also add the Follow Up tasks to both my task list and my assistants’ task lists, and that’s helping ensure things don’t fall through the cracks. The Follow Up email that Zocks generates is solid and usually only needs a little finessing before I feel confident sending it to clients after a meeting. Another feature I use often is the “Explain” feature in Meeting Details. I use it after I’ve left a voicemail for a client, and it helps me capture my exact words so I can enter them into my CRM. So far, I’m thrilled with Zocks—the notes it captures are more eloquent than I am. I also have a hearing problem, and Zocks catches some things clients say that I might not pick up on, which has been very helpful. **What do you dislike about Zocks?** It's not perfect, but no AI tool will be perfect. I have some difficulty figuring out the best meeting type to use, since I want to capture different types of notes if I with a client versus at a conference versus meeting with colleagues. Zocks sometimes cannot recognize different voices. Lastly, this is both a positive and a negative - the notes capture pretty much everything that was said, so it's a lot of material to wade through post-meeting. **What problems is Zocks solving and how is that benefiting you?** Zocks is helping me to capture all of the tasks that needs to be addressed coming out of a meeting. ### 30. Streamlines Client Meetings with Efficient Recordkeeping **Rating:** 5.0/5.0 stars **Reviewed by:** Michael G. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Zocks?** I like how Zocks has templates specifically built for financial advisors, which helps me stay present in meetings while it captures structured notes and action items, and also provides me with a ready-to-copy and paste follow-up email wording. I appreciate the calendar integration, which allows Zocks to be set up ready to transcribe without the need for last-minute additions, keeping my workflow efficient. The templates for each meeting type aligned with financial planning conversations keep the meeting summary context properly written and in order. I find the automatic association of meetings with the correct client record and pulling in of relevant context ahead of time valuable. It gives me better summaries and task assignments that can be used with any meeting. **What do you dislike about Zocks?** The exported PDF file doesn't print out well. The format does not have proper margins, so the logo gets cut out and there are large gaps of space, and headings are separated from paragraphs. There is also a bit of a learning curve if you want to add customized templates. The options in the template section are very minimal and confusing. It's not user-friendly. **What problems is Zocks solving and how is that benefiting you?** Zocks handles meeting notes and follow-ups, letting me focus on meetings without worrying about forgetting details. Templates for financial advisors and calendar integration enhance efficiency. It gives better summaries and tasks setup, improving workflow. ### 31. Essential for Effortless Client Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin D. | NCAA DII Collegiate Golfer , Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Zocks?** I love how integrated Zocks is. It's very sharp and knows when to be in meetings, taking great notes better than I ever could on my own, and organizing them the same way each time. I like how I don't have to invite it to meetings as it automatically shows up, and I can use the live meetings app on my phone when I'm in an in-person meeting or on the go. Zocks allows me to be more connected and intentional with my planning clients, enabling me to be fully present and listen to what they're saying without focusing on taking notes. It helps me write up follow-up emails and document notes efficiently, saving me a couple of hours a day. Setup was super easy, just very simple. **What do you dislike about Zocks?** There's just so many tools on Zocks to use, and maybe I'm just not familiar with all of them. So just getting a better awareness for all that it can provide. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to stay more connected with clients and plan intentionally. It lets me focus on the conversation instead of taking notes, helps with follow-up emails, and saves a couple of hours every day. It's invaluable for being attentive in meetings. ### 32. Seamless Zoom Integration and Efficient Note-Taking **Rating:** 5.0/5.0 stars **Reviewed by:** Colin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Zocks?** I like the ease of using Zocks now that it's integrated into Zoom, as it automatically pops up whenever the meeting starts, making it easier to let my Zocks account into the meeting. Additionally, I appreciate that the report is ready right when the meeting completes. Unlike Zoom AI, which created long and overwhelming meeting recap notes, Zocks provides short, concise summaries broken into sections, making them much easier to read when I'm reviewing old meetings for upcoming ones. Moreover, the initial setup was fairly easy. **What do you dislike about Zocks?** I think understanding some of the internal workings of how I can you know, better set up email language or templates for certain types of meetings. It just feels overwhelming to set all that up and undertake that. **What problems is Zocks solving and how is that benefiting you?** Zocks handles note-taking and simplifies email creation post-meetings. It's concise and organizes notes into sections, making it easier to review than Zoom AI's long paragraphs. ### 33. My clients feel heard and have noted what a good listener I am **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Zocks?** I love how Zocks pulls out specific client details such as names, life events etc., It also does a good job capturing action items as well as the summary and pulling out specific client financial data. **What do you dislike about Zocks?** I can't stand the search function in Zocks. When I try to find an old meeting half the time it doesn't come up and I have to just go back to the calendar and look at meetings that happened on that date. It's so frusterating. The contacts don't stick when they are edited and don't always match up. It also fequently shows that someone else was there 1% of the time when there were only 2 people. **What problems is Zocks solving and how is that benefiting you?** Helping to create really good summaries for meeting and BEST of all making clients feel heard. Best feedback we have gotten yet. We also LOVE that it connects right into Practifi. ### 34. Zocks is Accurate, Easy to Use, and a Real Time-Saver with Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly W. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2026 **What do you like best about Zocks?** We chose Zocks over Jump because Zocks doesn’t record, automates more things (like emails), and is easier to use. It’s also very accurate and provides better, more actionable insights. On top of that, it has stronger integrations with systems and tools (CLIC), and the customer service is better as well—they’re extremely friendly and helpful. **What do you dislike about Zocks?** I honestly can’t say there’s anything I dislike about Zocks. It’s a real time-saver and makes things so much easier. **What problems is Zocks solving and how is that benefiting you?** It helps us build deeper client relationships because we have more client touchpoints, and we can review a meeting immediately after it ends. Since it saves us time, it also creates more room for business growth. We feel our clients are better served since we started using Zocks. There’s definitely less admin work, which has improved our productivity and efficiency. **Official Response from Chloe Varvell:** > We're thrilled to hear that Zocks has been a valuable asset to your business, and you've found so much value from our Integrations, especially CLIC. Our team is dedicated to providing excellent customer service and we're glad to hear that it has been helpful for you. ### 35. Streamlined Client Meetings with Seamless CRM Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Benjamin K. **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** I use Zocks for client discovery and review meetings, and it makes the client review process very easy. It allows me to focus on the clients without needing to take copious notes, as Zocks provides a summary at the end. This has really saved time both in preparation and during meetings, as well as after the meetings. Once I review the output, I can save it directly to my Redtail CRM, which is a wonderful functionality. This integration alone has saved quite a bit of time. **What do you dislike about Zocks?** I would like better integration with Redtail, allowing me to save to multiple profiles at once, which would be helpful. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to improve client discovery and review meetings. It simplifies taking notes and provides a summary at the end, saving me time. Its integration with Redtail CRM allows efficient data saving, enhancing workflow. ### 36. Customizable Meeting Prep with Privacy Focus **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher S. | Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Zocks?** I like the ability to customize the meeting preps and pull information in from our CRM. I also enjoy the level of customization we have on our client meeting summaries after the meeting. I really like that meeting audio/video is not recorded, which makes clients feel more comfortable. Additionally, I appreciate the integration capabilities of Zocks, as it allows us to connect with other programs and emphasizes data privacy and client comfort. **What do you dislike about Zocks?** I wish we had more visibility into how to edit the meeting prep template. The response times of Zocks engineers for setting up meeting preps could be faster, especially when making small tweaks to our template. Sometimes when we request a change, it can take a month or two to get that updated on our template. **What problems is Zocks solving and how is that benefiting you?** Zocks helps me summarize meetings effectively with internal notes. ### 37. Zocks Saves Hours with Clear, Useful Client Conversation Summaries **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Zocks?** Zocks is great for saving time in the office. It summarizes all of our client conversations and turns them into clear, useful notes that we can review later. It’s especially helpful for our advisors, who can quickly look back at notes from the previous conversation to prepare for an upcoming appointment. Overall, Zocks saves us many hours each week. **What do you dislike about Zocks?** The only downside to Zocks is that it occasionally misspells people’s names, even after we spell them out. Other than that, I think it’s great. **What problems is Zocks solving and how is that benefiting you?** Zocks solves the challenge of capturing accurate notes during meetings. It lets us stay focused on the conversation instead of worrying about writing everything down. The notes reflect what was actually discussed, and they make it easy to go back later and review what was covered. ### 38. Effortless Note-Taking & Task Management with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan M. | Insurance and Financial Adviser, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Zocks?** I think the best feature of Zocks by far is the comprehensive note-taking in terms of assembling information, which is really valuable, along with the task list. These are aspects I've come to really rely on in my business and use in every single meeting. **What do you dislike about Zocks?** I use a company version of Zocks, so I feel it has certain limitations because of that. Some of the integrations are not as smooth as I would prefer with eMoney, InvestNet, and others. Aside from that, I'm looking forward to the roadblocks, if you will, being lifted and allowing the full integration. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to keep my client meeting notes thorough and organized, making email communication smooth. It helps create task lists for myself and clients, ensuring all tasks get done efficiently. ### 39. Massive Time-Saver with Incredibly Accurate Meeting Notes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Zocks?** Massive time-saver. Zocks accurately and efficiently captures all major talking points during client meetings, allowing me to be attentive to my clients. The notes are incredibly accurate compared to other tools I've used. **What do you dislike about Zocks?** Occasionally having to log in again on the app before a meeting, however, it is usually pretty quick to load again. **What problems is Zocks solving and how is that benefiting you?** I had a bad habit of not always entering client notes into my CRM after meetings, which would cause things to fall through the cracks, and also not have complete client files. I'd lose track of paper notes in a pile somewhere. Zocks keeps me accountable and in just a few clicks, I can add the notes to my CRM, fire off a summary email to my client, and assign follow-up tasks to my assistant within minutes. ### 40. Zocks Frees Up Bandwidth and Keeps Meetings Comfortable for Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2026 **What do you like best about Zocks?** Zocks has been a great addition to our tech stack. It has freed up bandwidth to be more present at meetings without worrying about missing important details. Our clients like that the meeting itself is not recorded which makes them more comfortable in an age where people are more wary of AI. **What do you dislike about Zocks?** Zocks still needs some refinement on outputs. It's almost too thorough and gives us more than we want. However the staff at Zocks has been great in helping us refine what the system generates **What problems is Zocks solving and how is that benefiting you?** Zocks is helping us by making sure we're not missing any of the finer details of client info. The meeting scoring is also great objective feedback that we can use to help us refine our meeting dynamics. ### 41. Zocks Keeps Me Present in Client Meetings with Helpful Action Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Walter H. | Recieving & Inventory Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Zocks?** As a Financial Planning Associate I work for an advisor and sit in on meetings with clients. Zocks allows me to be much more present during the meetings, taking the notetaking responsibilities out of my hands. This allows me to engage more meaningfully with our clients and gives me more time to complete tasks associated with my role. The action tracking feature is incredibly helpful as well and ensures we do not miss any discussed items. **What do you dislike about Zocks?** Does not integrate with our CRM, advisor 360. **What problems is Zocks solving and how is that benefiting you?** Zocks allows us to spend more time on manual actions that we do for clients and frees up 2-5 hours for me on a weekly basis that I would spend taking notes/summarizing/ creating action item lists. It allows our team to perform more efficiently and effectively with our large client base. ### 42. Streamlined Meeting Prep and Post-Meeting Analysis with Zocks **Rating:** 4.5/5.0 stars **Reviewed by:** Antone L. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Zocks?** Zocks has streamlined operations around meeting prep and post-meeting analysis, enabling our advisors to spend more time in their highest and best use of advising clients. **What do you dislike about Zocks?** We have a structure where 2 advisors are frequently in client meetings. It was a bit of a challenge to figure out how to make the best use of our seats, but Zocks was very helpful in helping us work out the most effective way to deploy the notetaker. **What problems is Zocks solving and how is that benefiting you?** Zocks consolidates data from our CRM and makes reviewing client information a much more streamlined process. It also takes accurate notes, which allows advisors to stay focused on the client during meetings. It offers an intuitive UI that's easy to navigate and customize. ### 43. Efficient Meeting Recaps with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Zocks?** I love that Zocks takes much better notes than me, making it really easy to send clients a meeting summary right after our meetings. It saves time and adds value to my work. I find the action items feature incredibly useful for staying organized and providing better service. The customer service is great whenever I have questions. It's also great for reviewing before the next meeting, with action items and good reminders of important things that need follow-up. The initial setup was very easy, and the software is easy to use overall. **What do you dislike about Zocks?** I have a hard time setting it up to join Zoom/ Teams calls **What problems is Zocks solving and how is that benefiting you?** Zocks provides better meeting notes and saves time. It helps me send a meeting summary to clients easily and organize action items for better service. ### 44. Efficient Meeting Notes with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Mollie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Zocks?** I think Zocks is a pretty easy to use form and template. I really appreciate the technology and how efficient it is in capturing meeting notes within seconds after a client meeting is completed. Zocks gives me a lot more efficiency in my meeting notes and helps improve my process. Using Zocks captures notes in an incredible amount of quicker time than typing on a Microsoft Word document. The initial setup was fairly easy. It is incredible with how much time I have gotten back by implementing this technology. **What do you dislike about Zocks?** I think there are a massive amount of templates that could be used, and fine-tuning those templates is where it could be helpful to work more specifically with each adviser to make sure they have the right template for the client meeting that they're having. **What problems is Zocks solving and how is that benefiting you?** Zocks makes my meeting notes more efficient and improves my process. It captures notes incredibly faster than typing on Microsoft Word. ### 45. Time-Saving Tool with Noteworthy Features **Rating:** 4.5/5.0 stars **Reviewed by:** Paul B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Zocks?** I love the amount of time Zocks saves me. I'm learning to be more efficient with it. It helps streamline our note-taking process and lets us create seamless follow-up notes, which saves time for my assistant and myself from an administrative perspective. Also, it's like having an assistant in the room, and I don't have to worry about having bad handwriting that might be misinterpreted. **What do you dislike about Zocks?** At times, there are some errors with identifying who said what, especially in regards to who and how many participants are in a room or on a Zoom call. Also, the initial setup was kind of a pain, mostly because we had to go through our broker dealer to set it up. **What problems is Zocks solving and how is that benefiting you?** I use Zocks to streamline our note-taking process and create seamless follow-up notes, saving time for my assistant and myself. It also prevents issues with bad handwriting, making it like having an assistant in the room. ### 46. Efficient Meeting Transcriptions, Minor Speaker ID Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Patricia F. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Zocks?** I love that Zocks makes meeting summaries quick and efficient, allowing me to focus on what is being said during a meeting rather than taking notes. I appreciate that it doesn't record audio or video; the transcription-only feature was key to us selecting it. This feature also makes clients more comfortable knowing it's just transcription and that we control the data retention period. Additionally, the initial setup was quite easy, thanks to the demo provided by Joe, which gave us a good overview to test during our pilot period. **What do you dislike about Zocks?** It often gets confused with who is speaking. I was on a call with only 1 other person (so just 2 of us in total) and it flipped us around which was especially strange because we clearly had male and female names/voices. Don't have it try to join a meeting 2 minutes in advance. Many times we think that a client is already on the line, but it turns out to just be the Zocks assistant. **What problems is Zocks solving and how is that benefiting you?** I use Zocks for transcribing meetings with external clients quickly and efficiently, allowing me to focus on the conversation. Its transcription-only feature makes clients comfortable as it doesn't record audio or video and lets us control data retention. ### 47. Flexible and Intuitive, Streamlines Meetings Efficiently **Rating:** 5.0/5.0 stars **Reviewed by:** Keith R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Zocks?** I really love the amount of flexibility in the system. There are all different settings you can tweak, allowing you to use the standard templates and then make them your own based on your team structure and processes. I also really like the scoring functionality because it helps me assess how well I meet or don't meet certain metrics in meetings and use that as a benchmark for improvements. This functionality brings additional efficiency to how meetings are run. Plus, it's incredibly easy to set up, very intuitive, and lets me refine what I'm looking to get out of the system over time. **What do you dislike about Zocks?** Some things maybe aren't quite working or might not be enabled on the back end by our organization. The form filling feature has not worked for me when I've tried it. It would be helpful for our team in completing paperwork. The team sharing functionality can be a little wonky, and navigating different filters doesn't seem to save settings, making it tricky to manage meetings as a group. **What problems is Zocks solving and how is that benefiting you?** Zocks solves manual data entry, allowing me to save time on notes and action items. It helps me create clear email summaries and organize information efficiently, which saves immense amounts of time. ### 48. Seamless Project Management with Zocks **Rating:** 5.0/5.0 stars **Reviewed by:** Mike K. | Administrative Assistant/Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Zocks?** I use Zocks for managing my team's projects and tasks, and it really helps organize all our work in one place, streamlining communication and tracking progress efficiently. Zocks does a really good job of keeping me organized, especially with its meeting summaries and action items. I love these features because they clearly delineate what advisers and clients should be doing after a meeting. It integrates beautifully with Redtail, which is an added advantage. The initial setup was very easy, thanks to the great job done by the onboarding team. **What do you dislike about Zocks?** nothing **What problems is Zocks solving and how is that benefiting you?** I use Zocks for managing my team's projects and tasks, organizing all our work in one place, streamlining communication, and tracking progress. The meeting summaries with action items help make it clear what the adviser and client should do post-meeting. ### 49. Captures Every Detail, Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Zocks?** I love how Zocks captures those really fine and nitty gritty details we might overlook in meetings, especially during complex situations or longer meetings. What I love about it is that it creates a section for personal, nonfinancial information, which helps me connect with clients as people. I really love the layout of the website; the user experience is simple, and that's what makes it so effective. I see what I need to see, and the access to the information I want in each tab, like past or future meetings, is really quick. Another great feature is how it integrates so well with our other systems, like our video calls through Zoom and our CRM. It's really helped cut down the time we spend putting notes into our CRM and generating follow-up emails with action items. There's really nothing I would change about it. **What do you dislike about Zocks?** N/A **What problems is Zocks solving and how is that benefiting you?** I use Zocks to capture detailed notes from client meetings, reducing time spent on data entry and follow-up emails. It integrates well with our existing systems, improving efficiency and allowing more focus on client care. ### 50. Effortless Note-Taking with Impressive Meeting Summaries **Rating:** 5.0/5.0 stars **Reviewed by:** Kim H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Zocks?** I like the meeting summary feature in Zocks, which shows me how much I spoke and how much the client spoke. It's amazing to me when I look at the meeting summary and realize it picked up things I didn't even hear. The prepared email for the client summarizing what we discussed is something I really appreciate, and clients are appreciating it as well. The biggest time saver for me is that it now includes some of the required info for compliance as I review it with the client, and it reminds me to check for any beneficiary changes. The initial setup was easy, and I recommend doing the video trainings. **What do you dislike about Zocks?** If I say last year, it keeps using 2024 so I have to be specific. I think as I do more training it will give me tips so it is really clear. **What problems is Zocks solving and how is that benefiting you?** Zocks captures details I miss in meetings, saves time by auto-preparing client emails, and reminds me about compliance info. - [View Zocks pricing details and edition comparison](https://www.g2.com/products/zocks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-07+14%3A45%3A45+-0500&secure%5Bsession_id%5D=96018cd9-1730-4e94-908d-ec90b73ca6c8&secure%5Btoken%5D=75191ae77a01df4cb5a4c91afd05094e790f04d9d773b071752862793ddf9192&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) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Holistiplan](https://www.g2.com/products/holistiplan/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/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) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) - [SmartOffice](https://www.g2.com/products/artifex-software-smartoffice/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/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 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 - [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) - [Practifi](https://www.g2.com/products/practifi/reviews) - 4.3/5.0 (75 reviews)