Zocks onboarding for Osaic

“Our close rate is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we're bringing a new client on.”

“I’ve used other AI tools and I can confidently say Zocks saves me at least twice as much time.”

“Zocks has been one of the best tools that I've come across in almost 30 years in the business.”

“Zocks has singlehandedly changed my noting and client follow-up process.”

“Zocks captures details I might have missed then synthesizes topics and action items, which I can import to Wealthbox with 1 click. Post-meeting processes now are completed in just minutes!”

“We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. It's hard to imagine our business today without Zocks.”

“Prior to using Zocks, meeting notes, follow ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously.”

“Zocks synthesizes meeting information and creates summaries, a list of client priorities, bullet lists of facts, and tasks for both our firm and our clients. We couldn’t live without it.”

“When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice.”

“I have used several AI notetaking options, and Zocks is the best for financial advisors.”

“With Zocks, we’re not just managing investments; we’re using it to pioneer new strategies, work more effectively, and deliver unparalleled value to our clients.”

“I love having Zocks so we can ensure that we never miss anything our clients say. We can have custom breakdowns, send automated emails, and tasks are noted so my ops director can always ensure everything gets done.”

“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.”

“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!”

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

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

“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!”

"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 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."