---
title: "Zocks - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone.  Zocks Mobile brings the power of AI to every client conver"
---

# Zocks — United States

![Zocks App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/28/89/7b/28897bbe-dcbe-275d-6b02-763963b02f99/AppIcon-0-0-1x_U007emarketing-0-11-0-85-220.png/400x400bb.png)

**Developer:** [Zocks Communications](https://apptail.io/developer/zocks-communications-hRDf)
**Category:** Business
**Rating:** 4.6/5 (33 ratings)
**Price:** Free
**Bundle ID:** io.zocks.meeting
**Store:** Apple App Store
**Country:** United States
**Version:** 3.1.40 (released 2026-09-21)
**Original Release:** 2023-12-05

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6443466353)
**AppTail Page:** [https://apptail.io/app/zocks-Tpzo/united-states](https://apptail.io/app/zocks-Tpzo/united-states)

## Zocks Description
The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone.

Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients.

Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG.

MEETING PREP ANYWHERE
- Get AI-generated prep notes pulling data from your CRM, emails, and past conversations
- Review client history, action items, and discussion topics at a glance
- See meeting participants and context
- Send personalized prep emails directly from your phone
- Perfect for last-minute reviews or when clients move meetings up

CAPTURE EVERY CONVERSATION
- One-tap voice recording for any client interaction
- Add or remove participants during recording for accurate speaker attribution
- Works for scheduled meetings and impromptu conversations
- Privacy-first and FINRA compliant

STAY ORGANIZED ON THE GO
- View all upcoming meetings in one place
- Calendar sync with meeting type indicators

Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients.

Questions? Contact support@zocks.io or visit zocks.io

## Zocks Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/99/f7/f6/99f7f643-e07a-16b2-1654-d50a29853fd7/App_Store_Image_01.png/1290x2796.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/2f/b1/e9/2fb1e9c5-9cde-ecb0-cf41-365ae9351f7c/App_Store_Image_02.png/1290x2796.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/f4/78/dc/f478dca7-c315-d672-88ba-ccbfed732907/App_Store_Image_03__U00281_U0029.png/1290x2796.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/7b/23/c4/7b23c470-9540-303a-9035-d01dbe8028d6/App_Store_Image_04__U00281_U0029.png/1290x2796.png)

## Zocks Rating Breakdown in United States
- 5 stars: 28 (85%)
- 4 stars: 1 (3%)
- 3 stars: 1 (3%)
- 2 stars: 1 (3%)
- 1 stars: 2 (6%)

## Zocks Reviews in United States

### *---- "Can’t login"
My company uses Zocks and it works great on my desktop, but the iOS app has never worked.  Can’t even login.  My IT team has worked with Zocks for months and have never been able to get it to work.
-- User#442, 2026-07-31

### ***-- "Fix Update Glitch"
The mobile version of Zocks is terrific, but when App updates are required, it interferes with the recording process.

The next step is to go to the App Store to update, but it does not indicate needing an update, until you click on the Zock’s icon.  This makes users think an update is not required.  It should also automatically update in the background.
-- T Sample1, 2026-06-02

### ***** "TOTAL GAME CHANGER"
This is complete game changing for executive minded advisors.  We can focus on connection and strategy and ideation…not note-taking. Plus easily share tasks & follow up activities.
-- KennyB - Seattle, 2025-11-18

### ***** "Amazing non recording AI tool"
This works amazing for In person, phone calls and virtual meetings!! Gives notes, emails, to dos, updates my other planning softwares. Incredible.
-- 1037591028, 2025-10-02

[View all Zocks reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## Zocks Discovered Keywords
- remserv salary
- techlink insights

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## Zocks Available In
- [United States](https://apptail.io/app/zocks-Tpzo/united-states)
- [Hungary](https://apptail.io/app/zocks-Tpzo/hungary)
- [Brazil](https://apptail.io/app/zocks-Tpzo/brazil)
- [Canada](https://apptail.io/app/zocks-Tpzo/canada)
- [Switzerland](https://apptail.io/app/zocks-Tpzo/switzerland)
- [Chile](https://apptail.io/app/zocks-Tpzo/chile)
- [Colombia](https://apptail.io/app/zocks-Tpzo/colombia)
- [Dominican Republic](https://apptail.io/app/zocks-Tpzo/dominican-republic)
- [Spain](https://apptail.io/app/zocks-Tpzo/spain)
- [Finland](https://apptail.io/app/zocks-Tpzo/finland)
- [United Kingdom](https://apptail.io/app/zocks-Tpzo/united-kingdom)
- [Indonesia](https://apptail.io/app/zocks-Tpzo/indonesia)
- [India](https://apptail.io/app/zocks-Tpzo/india)
- [Italy](https://apptail.io/app/zocks-Tpzo/italy)
- [Kuwait](https://apptail.io/app/zocks-Tpzo/kuwait)
- [Kazakhstan](https://apptail.io/app/zocks-Tpzo/kazakhstan)
- [Madagascar](https://apptail.io/app/zocks-Tpzo/madagascar)
- [Mexico](https://apptail.io/app/zocks-Tpzo/mexico)
- [Malaysia](https://apptail.io/app/zocks-Tpzo/malaysia)
- [Nigeria](https://apptail.io/app/zocks-Tpzo/nigeria)
- [Philippines](https://apptail.io/app/zocks-Tpzo/philippines)
- [Poland](https://apptail.io/app/zocks-Tpzo/poland)
- [Portugal](https://apptail.io/app/zocks-Tpzo/portugal)
- [United Arab Emirates](https://apptail.io/app/zocks-Tpzo/united-arab-emirates)
- [South Africa](https://apptail.io/app/zocks-Tpzo/south-africa)
- [Australia](https://apptail.io/app/zocks-Tpzo/australia)

---

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