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Zocks

Read 37 Zocks reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch 1 customer videos to see why companies chose Zocks as their Conversation Intelligence Software

Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Motive Ventures, Global Founders Capital, and Ascend.

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  • 37 Testimonials View
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Customer Rating Review Score based on 341 reference ratings
4.8/5.0 (341)

37Testimonials

  • "I can't think of anything else that has been as impactful on our daily lives the past decade than Zocks. One of the features that caught me by surprise is …

    Chris McCown Founder

  • "The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships."

    Michelle Kuehner Personal Money Planning

  • "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 …

    Cole McClarren Cambridge Financial Group
36 more testimonials currently locked

7 Case Studies

  • How a $6B+ Firm Modernized Advisor Operations with Zocks

    Jordan Hutchison VP of Technology and Operations

  • Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

    Perry Boles Chief Marketing Officer

  • How Carson Group Uses Zocks to Power Client Intelligence

    Dani Fava Chief Strategy Officer
6 more case studies currently locked

1 Customer Videos

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Additional Zocks Information & Resources

Read Zocks Reviews, Testimonials & Customer References from 37 real Zocks customers.

Browse Zocks Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Zocks.

Watch Zocks Customer Videos to learn why 1 businesses chose Zocks.

FeaturedCustomers has 1,911,004+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.