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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 streamlines meeting tasks for financial advisors, wealth managers, and other financial professionals. It automates prep, takes notes, identifies action items, and drafts follow-ups. We find that advisors appreciate its CRM integration and focus on data security. Great for those wanting to focus more on clients and less on admin.
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Great for small to large financial firms (1-1000+ employees) seeking streamlined client meeting workflows and CRM integration.
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Specifically built for Finance, Banking, and Insurance, it tackles the unique needs of client meetings and regulatory compliance.
Zocks features
Supported Automated Meeting Prep: Automates meeting preparation, including gathering relevant client information and creating agendas. |
Supported Automated Note Taking: Takes notes during virtual and in-person meetings, capturing key discussion points and decisions. |
Supported Action Item Capture: Identifies and captures action items discussed during meetings. |
Supported Automated Follow-up Drafting: Helps draft follow-up communications, such as emails and summaries, based on meeting content. |
Supported CRM Integration: Integrates with CRM systems to update client records and initiate workflows. |
Supported Client Profile Building: Builds comprehensive client profiles across conversations and time. |
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. We find that it automates meeting preparation, takes notes, identifies action items, and drafts follow-up messages. It integrates with your CRM and prioritizes data security, letting advisors focus on client relationships.
What is Zocks and what does Zocks do?
Zocks is an AI-powered meeting assistant for financial advisors. We find that it automates meeting preparation, takes notes, identifies action items, and drafts follow-up messages. It integrates with your CRM and prioritizes data security, letting advisors focus on client relationships.
Zocks integrates with your CRM to streamline client record updates and initiate workflows. It also supports various meeting solutions, including Zoom, Microsoft Teams, Google Meet, in-person meetings, uploaded recordings, and phone calls. This allows for a seamless workflow regardless of your preferred meeting platform.
How does Zocks integrate with other tools?
Zocks integrates with your CRM to streamline client record updates and initiate workflows. It also supports various meeting solutions, including Zoom, Microsoft Teams, Google Meet, in-person meetings, uploaded recordings, and phone calls. This allows for a seamless workflow regardless of your preferred meeting platform.
We find that Zocks's main competitors include Avoma, goodmeetings, LeadCenter.AI, MyMeet.io, Bash, and Noota. These alternatives offer similar AI-powered meeting assistance features, such as automated note-taking, CRM integration, and meeting summaries.
What the main competitors of Zocks?
We find that Zocks's main competitors include Avoma, goodmeetings, LeadCenter.AI, MyMeet.io, Bash, and Noota. These alternatives offer similar AI-powered meeting assistance features, such as automated note-taking, CRM integration, and meeting summaries.
Zocks appears to be a legitimate tool for financial advisors. We find its focus on automating administrative tasks and prioritizing data security to be valuable. However, with limited reviews available, we encourage further research before committing.
Is Zocks legit?
Zocks appears to be a legitimate tool for financial advisors. We find its focus on automating administrative tasks and prioritizing data security to be valuable. However, with limited reviews available, we encourage further research before committing.
Zocks offers a free trial and a free plan. Paid plans start at $800 per month for the Advanced plan, suitable for individuals or small teams. The Professional plan is $1300 per month, designed for larger teams. Enterprise pricing is custom.
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 individuals or small teams. The Professional plan is $1300 per month, designed for larger teams. Enterprise pricing is custom.
There are no reviews available to assess Zocks's customer service. Therefore, we can't determine the quality of their support at this time.
Is Zocks customer service good?
There are no reviews available to assess Zocks's customer service. Therefore, we can't determine the quality of their support at this time.
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.
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