Advisors and firms call Zocks a game changer

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

"Zocks allows our advisors to really listen and engage in client conversations versus getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life."

"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."

"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."

"Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply."

"We’ve been using Zocks at our firm for note-taking, preparing meeting summaries, and preparing client recap emails for the last 6 months. It has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before! Zocks synthesizes the meeting information and creates summaries, a list of client priorities, bullet lists of facts, and creates tasks for both our firm and our clients."

"Zocks converted me from a 'scribe snob.' I thought the sometimes-painful reconciling of my meeting notes was a critical part of my process to deliver comprehensive financial planning, but the digital assistant captures what I need and allows me to be focused and present with my clients. Most fun tech in my stack!"

"Zocks allows us to focus on the conversation with our clients without disrupting the flow to jot down notes. Our ability to take notes during meetings is not the value-add that clients come to us for. They hire us to understand how their financial situation impacts their lives, and the ability to focus on them during meetings can only add to that. Transferring the note-taking responsibilities to Zocks frees up the second chair to complete client tasks during the meeting and engage in the deliberate practice of focusing on how the advisor interacts with the client."

"Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes. Zocks has also saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client."

"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."