Zocks

Read 37 Zocks reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch 1 customer videos to see why companies chose Zocks as their

Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Motive Ventures, Global Founders Capital, and Ascend.

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  • 37 Testimonials View
  • 7 Case Studies View
  • 1 Customer Videos View
Customer Rating Review Score based on 288 reference ratings
4.8/5.0 (288)

37Testimonials

  • "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."

    Jennifer Odom Chastain Wealth Management

  • "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 …

    Miriam Whiteley Owner

  • "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."

    Quin Kilgore Chief Technology Officer
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7 Case Studies

  • Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

    Perry Boles Chief Marketing Officer

  • Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an …

    Clayton Chandler Chief Data and Analytics Officer

  • Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, …

    Jeremy Robson President
6 more case studies currently locked

1 Customer Videos

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Additional Zocks Information & Resources

Read Zocks Reviews, Testimonials & Customer References from 37 real Zocks customers.

Browse Zocks Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Zocks.

Watch Zocks Customer Videos to learn why 1 businesses chose Zocks.

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