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 271 reference ratings
4.8/5.0 (271)

37Testimonials

  • "Zocks makes my note-taking simple and streamlined by organizing my notes by financial topic, As an advisor, that means I can easily find key insights, stay efficient, and focus more …

    Erik Garcia Certified Financial Planner

  • "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."

    Kelly A. Rohrs Founder & President

  • “As we explored how Gen AI could meaningfully support advisor productivity, Zocks quickly emerged as the clear choice, The platform was purpose-built for independent advisory firms, with enterprise controls and …

    Chris Blotto SVP, Chief Digital & Information 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

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

    Jeremy Robson President

  • Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

    Chris Blotto SVP, Chief Digital & Information Officer
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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