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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
  • 7 Case Studies View
  • 1 Customer Videos View
Customer Rating Review Score based on 327 reference ratings
4.8/5.0 (327)

37Testimonials

  • "It's like having a seasoned advisor in every meeting-capturing the details that make each client uniquely them, without pulling our team away from the human connection."

  • "We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. It's hard …

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

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7 Case Studies

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

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

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

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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.