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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 387 reference ratings
4.8/5.0 (387)

37Testimonials

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

    Harsh Govil Principal

  • "I have used several Al notetaking options, and Zocks is the best for financial advisors."

    James Mwombela SLP Wealth
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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

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

    Jeremy Robson President
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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 1,917,188+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.