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Spend less time wrangling your notes
and more time helping your clients
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"I was initially drawn to Zocks because of its commitment to data security. What keeps me a long-term customer is its commitment to accuracy and useful information that not only saves time but helps deliver even more value for our clients.”
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Doug Oosterhart
CFP, Life Point Planning
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“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
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Seth Sanborn
Financial Advisor, Legacy Financial Advisors
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"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me.  With Zocks, I simply review and edit the generated e-mail and send off to the client.  It is saving me significant time.  In addition, meeting notes are easily dropped into our CRM.  I have been needing something like this for a very long time!"
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Jason Odette
Partner and IAT, Vitalstone Financial
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“It’s the best tech for advisors – ever.
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance.  Win Win Win.”
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Geoff Kanner
Certified Financial Planner, Kanner Financial
It’s time to level up your client engagement with Zocks