"Our ability to take notes during meetings is not the value-add that clients come to us for. They hire us to understand how their financial situation impacts their lives, and the ability to focus on them during meetings can only add to that."

“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”

"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me.  With Zocks, I simply review and edit the generated e-mail and send off to the client.  It is saving me significant time.  In addition, meeting notes are easily dropped into our CRM.  I have been needing something like this for a very long time!"