---
description: Detailed reviews on Zocks based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages thanks to GetApp United Arab Emirates. Compare Zocks with similar products.
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title: Zocks Reviews, Prices & Ratings | GetApp UAE 2026
---

Breadcrumb: [Home](/) > [Meeting Software](/directory/881/meeting/software) > [Zocks](/software/2156531/zocks)

# Zocks

Canonical: https://www.getapp.ae/software/2156531/zocks

> Cloud-based AI assistant for financial advisors automating meeting notes, form filling, CRM sync, and document generation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Zocks

\* Saves advisors an average of 45 minutes per client meeting and 60 minutes per form filled, totaling 10+ hours recovered per week, by automating note capture, form filling, and follow-up tasks.
\* Eliminates manual data entry by automatically capturing structured client data from conversations and syncing it across connected CRM and wealth tech systems with field-level update support.
\* Allows advisors to remain fully present during client meetings by capturing key details without recording, including speaker attribution across multi-participant conversations.
\* Reduces client onboarding and discovery time through automated form filling for intake, fact finder, and account opening workflows, drawing data from conversations and connected systems.
\* Accelerates post-meeting follow-up with AI-drafted personalized client emails written in the advisor's tone and style, informed by CRM data, conversation history, and financial planning records.
\* Improves documentation accuracy and compliance readiness through structured, auditable data capture and searchable, real-time Audit Logs for compliance monitoring, without relying on call recordings.
\* Enriches client profiles continuously with data from meetings, emails, CRM, and financial planning systems to build household-level intelligence with historical context.
\* Detects key life and business events (Client Signals) automatically from meetings and emails to trigger automated workflows and surface timely planning opportunities.
\* Supports team standardization across firms of all sizes through configurable meeting scoring across 18 dimensions grouped into scheduling, conversation, and follow-up categories.
\* Enables firms to query their entire book of business to identify service gaps, growth opportunities, and next-best-action suggestions across all client relationships.
\* Processes financial documents, including tax returns, statements, intake forms, and estate plans, to extract structured data and map fields directly to connected CRM and planning systems.
\* Provides practice-, advisor-, and client-level analytics through an Analytics Hub, giving firms data-driven visibility into workflow performance and client engagement.
\* Supports on-the-go meeting capture, prep, and follow-up through a mobile app available for iOS and Android.
\* Connects to general-purpose AI tools (Claude, ChatGPT, Gemini) via MCP server to generate client-specific outputs using live data from connected systems.

## About the vendor

- **Company**: Zocks

## Commercial Context

- **Starting Price**: $80.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Dutch, English, French, German, Hindi, Italian, Japanese, Portuguese, Russian, Spanish
- **Available Countries**: Canada, United States

## Features

- Access Controls/Permissions
- Action Item Tracking
- Activity Dashboard
- Agenda Management
- Collaboration Tools
- Communication Management
- Customizable Branding
- Host Controls
- Meeting Management
- Meeting Notes
- Meeting Preparation Tools
- Notes Management
- Recording
- Reporting/Analytics
- Single Sign On Software
- Third-Party Integrations

## Integrations (52 total)

- AdvisorEngine
- AdvisorEngine CRM
- Agentforce
- Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
- Black Diamond Wealth Platform
- Box
- ChatGPT
- Claude
- Dynamics 365 Sales
- EMoney
- Envestnet | MoneyGuide
- Envestnet | Tamarac
- Global Relay Archive
- GoTo Connect
- Google Workspace

... and 37 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- 24/7 (Live rep)
- Chat

## Category

- [Meeting Software](https://www.getapp.ae/directory/881/meeting/software)

## Links

- [View on GetApp](https://www.getapp.ae/software/2156531/zocks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/zocks/> |
| en-AE | <https://www.getapp.ae/software/2156531/zocks> |
| en-AU | <https://www.getapp.com.au/software/2156531/zocks> |
| en-CA | <https://www.getapp.ca/software/2156531/zocks> |
| en-GB | <https://www.getapp.co.uk/software/2156531/zocks> |
| en-IE | <https://www.getapp.ie/software/2156531/zocks> |
| en-NZ | <https://www.getapp.co.nz/software/2156531/zocks> |
| en-SG | <https://www.getapp.sg/software/2156531/zocks> |
| en-ZA | <https://www.getapp.za.com/software/2156531/zocks> |

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