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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.
“We can now devote our full attention to actively listening to our clients during meetings, understanding their needs and concerns more deeply.”
"We always look for ways to help our advisors stop spending excessive time on administrative tasks, These tasks detract from their ability to focus on client relationships and strategic planning. …
"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."
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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