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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 422 reference ratings
4.8/5.0 (422)

37Testimonials

  • "Zocks has been one of the best tools that l've come across in almost 30 years in the business."

    Neal Watson Commonwealth Financial Services

  • "The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships."

    Michelle Kuehner Personal Money Planning

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

    Steven D. Meier Financial Advisor
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7 Case Studies

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

    Chris Blotto SVP, Chief Digital & Information Officer

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

    Clayton Chandler Chief Data and Analytics Officer

  • How a $6B+ Firm Modernized Advisor Operations with Zocks

    Jordan Hutchison VP of Technology and Operations
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.

FeaturedCustomers has 1,935,207+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.