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software
Zocks
2 creators use or recommend it
▲ 1 active in the last 90 days
1 use
1 recommend
Last discussed Nov 3, 2026
An AI-powered note-taking and meeting transcription tool designed for financial advisors to automate client meeting notes and documentation.
Recently discussed in
Ep 514: Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello
Nick Ibello · Nov 3, 2026
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou...
Ryan Townsley · Jul 21, 2026
What creators say
NI
Nick Ibello
uses
Used for: AI note-taking in client meetings and drafting follow-up emails
Praised: Doesn't record meetings, better drafted follow-up emails, integrations with B...
vs: Switched from Jump
"We have switched to Zocks, and we love Zocks. One of the things I loved about Zocks is it's not recorded. If Zocks and Jump are the exact same service offering, I'm going to choose Zocks. Further, we observed that the follow-up emails that Zocks d..."
More from Nick Ibello →
RT
Ryan Townsley
recommends
Used for: Increasing operational efficiency to scale the firm
Praised: Increases efficiency, allows advisors to service more clients properly
"Get the tools like Zocks and things like that can increase the efficiency. That's really the only way you can build this size of a firm and be able to service everybody properly."
More from Ryan Townsley →Keep exploring
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