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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 Conversation Intelligence Software

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
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Customer Rating Review Score based on 342 reference ratings
4.8/5.0 (342)

37Testimonials

  • "Zocks led the pack because of its ease of implementation. Advisors are busy. They need an easy button to get started—Zocks fit that bill. It's also built FOR financial advisors, …

    Dani Fava Chief Strategy Officer

  • “At AIC and AAS, we’re committed to being an innovative, forward-thinking partner for our advisors, Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time …

    Jeremy Robson President

  • “Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.”

    Harsh Govil Principal
36 more testimonials currently locked

7 Case Studies

  • How Carson Group Uses Zocks to Power Client Intelligence

    Dani Fava Chief Strategy Officer

  • Kestra Financial Partners with Zocks to Implement AI Assistant Solution

    Zach Tingle Professional with Roseman Wealth Advisors

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

    Clayton Chandler Chief Data and Analytics Officer
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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.

FeaturedCustomers has 1,911,048+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.