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Zocks description
Zocks is an AI-powered meeting assistant designed for financial advisors. It automates meeting preparation, takes notes during virtual and in-person meetings, identifies action items, and helps draft follow-up communications. Zocks integrates with your CRM to update client records and initiate workflows. It prioritizes data security and client privacy by never recording conversations. The goal is to free up advisors to focus on client relationships instead of administrative tasks.
Who is Zocks best for
Zocks is an AI-powered meeting assistant perfect for financial advisors looking to streamline their workflow. It automates meeting preparation, note-taking, action item identification, and follow-up communications while integrating with existing CRMs. Zocks prioritizes data security and privacy by never recording client conversations.
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Ideal for small, medium, and large financial firms.
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Specifically designed for the financial services industry.
Zocks features
Supported Zocks automates meeting prep. |
Supported Zocks takes detailed notes from virtual and in-person meetings... |
Supported ...captures action items... |
Supported ...and drafts client follow ups — all without recording client conversations. |
Supported Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows. |
Supported Zocks prioritizes data security and client privacy, ensuring all client conversations are confidential and compliance is maintained with proper and complete documentation. |
Supported Start with our meeting templates or easily customize for your practice |
Zocks pricing
See the Zocks pricing page.
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Zocks has a free plan.
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Zocks has a free trial.
Best for solo professionals or small teams that work independently. Includes 50 meetings per month.
Best for larger teams with more complex and collaborative needs. Includes 100 meetings per month and an assistant seat for free.
Best for firms with custom app integration, reporting, or analytics requirements.
Zocks alternatives
Zocks FAQ
Zocks is an AI-powered meeting assistant for financial advisors. It automates meeting preparation, note-taking, action item identification, and follow-up drafting. Zocks integrates with CRMs, prioritizes data security and privacy, and offers various pricing plans to suit different business sizes.
What is Zocks and what does Zocks do?
Zocks is an AI-powered meeting assistant for financial advisors. It automates meeting preparation, note-taking, action item identification, and follow-up drafting. Zocks integrates with CRMs, prioritizes data security and privacy, and offers various pricing plans to suit different business sizes.
Zocks integrates with customer relationship management (CRM) systems to update client records and initiate workflows. It also supports various meeting solutions, including Zoom, Microsoft Teams, Google Meet, in-person meetings, uploaded recordings, and phone calls.
How does Zocks integrate with other tools?
Zocks integrates with customer relationship management (CRM) systems to update client records and initiate workflows. It also supports various meeting solutions, including Zoom, Microsoft Teams, Google Meet, in-person meetings, uploaded recordings, and phone calls.
Alternatives to Zocks include Avoma, goodmeetings, LeadCenter.AI, MyMeet.io, Noota, and Laxis. These competitors offer similar AI-powered meeting assistance features such as automated note-taking, CRM integration, and insights generation.
What the main competitors of Zocks?
Alternatives to Zocks include Avoma, goodmeetings, LeadCenter.AI, MyMeet.io, Noota, and Laxis. These competitors offer similar AI-powered meeting assistance features such as automated note-taking, CRM integration, and insights generation.
Zocks appears to be a legitimate AI meeting assistant geared towards financial advisors. It offers features like automated note-taking, action item tracking, and CRM integration. While user reviews are limited, its focus on data security and privacy can be a significant advantage for advisors concerned about client confidentiality.
Is Zocks legit?
Zocks appears to be a legitimate AI meeting assistant geared towards financial advisors. It offers features like automated note-taking, action item tracking, and CRM integration. While user reviews are limited, its focus on data security and privacy can be a significant advantage for advisors concerned about client confidentiality.
Zocks offers a free trial and a free plan. Paid plans start at $800 per month for the Advanced plan, suitable for small teams. The Professional plan is $1300 per month. Enterprise pricing is available upon request. Is Zocks worth it for your needs? It may be, depending on your budget and required features.
How much does Zocks cost?
Zocks offers a free trial and a free plan. Paid plans start at $800 per month for the Advanced plan, suitable for small teams. The Professional plan is $1300 per month. Enterprise pricing is available upon request. Is Zocks worth it for your needs? It may be, depending on your budget and required features.
There are no customer service reviews available for Zocks at this time. Therefore, I cannot determine if their customer service is good or not.
Is Zocks customer service good?
There are no customer service reviews available for Zocks at this time. Therefore, I cannot determine if their customer service is good or not.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.