Jump vs. Zocks vs. GReminders... Which are you using, and Why?

Hi everyone, looking for real-world feedback and details about which notetaker your firm is using and why. We're at a large BD that has these 3 as the only approved options. I've been testing Jump and Zocks off and on for the past 6 months but haven't pulled the trigger yet on either. I had originally been leaning towards Jump due to their Insights, but Zocks seems like the summaries are more thorough, and a UI that makes more sense to me. Zocks also pulls in email content as a meeting prep source and now integrates with Holistiplan too, which is a big win for us.

We have a team of 9 advisors, 10 client service associates, and 4 admin. We use Wealthbox, RightCapital, and Holistiplan. Would love to hear your experiences!

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