Zocks is trusted by 5000+ firms

"It's incredibly accurate — even without recording the meetings — and it captures context, tone, and next steps better than anything else I’ve tried."

"With Zocks, our advisors can maximize their time and run a better business without compromising the independence that defines who we are."

"There is no better AI assistant for the financial advising space. It's easy to use, integrates well across our tech stack, and has become one of our top-used pieces of tech."

"Zocks offers the flexibility and ease our advisors need, and we’re excited to make this capability available to them."

"Zocks has turned what had taken 3-4 hours to 30 minutes. We use it every single day."

"Zocks, at this point for us, in those client meetings, is magic."

"Our close rate is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we’re bringing a new client on."

"Zocks has helped increased our client retention scores across the firm and helped us onboard more clients through referrals."

"Zocks has become an essential tool not just for meeting preparation and follow-up, but also as a resource for advisor development."

"Our mission is to guide as many people as possible toward financial freedom. Zocks is a key tool for that, creating efficiencies that let us serve more clients. "

"It’s truly a time-saving tool that fits nicely into our workflow. We looked at Jump and after making our comparisons, we were compelled to request a demo with Zocks only."