Automate the work behind every client conversation

"I just wanted to drop a line and let you know that Zocks is the best thing ever! My only regret is I didn’t have this for the past 24 years."

"I genuinely appreciate the high quality of the notes that Zocks provides during my meetings with clients. The attention to detail is impressive, as it captures everything that is important within the meeting. Zocks allows me to engage more effectively in conversations."

“Zocks helps to keep us organized during meetings with instant action items. It takes care of pulling information for clients for pre-meeting agendas as well as completing our post-meeting follow up emails allowing us more time in the day.” 

"Zocks has cut my client discovery and onboarding time by 20 percent, so we can spend more time discussing what matters most to them and then implementing the plan."

"I have drastically cut back on meeting follow ups, essentially being able to copy and paste the details of our meeting to the client. I highly recommend Zocks."

“Zocks makes our data integrations seamless across all systems and automatically creates action items that keep our advisors moving. We’ve seen faster follow-up across the board.”

“I can't think of anything else that has been as impactful on our daily lives the past decade than Zocks. One of the features that caught me by surprise is how much I enjoy the Meeting Scorecard. 11/10!”

“Zocks is freeing up at least 20 minutes or more after each meeting as well as capturing so many more important details.”

"The biggest win has been scalability. Deeper CRM integrations, cross-office dashboards, client profile automation, and the ability to pass both structured and unstructured data into our warehouse."

“With Zocks, we've transformed how we capture, retain, and utilize critical information, enhancing both our efficiency and client satisfaction.”

“Zocks’ extensive data capture means we worry less about missing key client information and compliance.”

“The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service.”

“It’s dramatically improved both the efficiency and the quality of our client interactions—our notes are sharper, our follow-ups more timely, and our service more consistent."

“Zocks is greatly improving my efficiency with client follow-up and meeting documentation. I have been needing something like this for a very long time!”

“It's like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection.”