What is Zocks?
Zocks is the #1 AI assistant designed specifically for financial advisors, automating meeting notes, emails, forms, and CRM updates to save over 10 hours per week. Trusted by more than 5,000 firms, Zocks is a privacy-first platform that ensures all client conversations remain confidential and are never recorded. You own and control your data, maintaining full compliance without sacrificing productivity.
Key features include automatic note-taking with unmatched accuracy and speaker attribution, meeting preparation with key details and agendas, AI-generated client email drafts, and automatic form filling using enriched client data. Zocks seamlessly integrates with your CRM, wealth stack, and other tech tools, syncing client data across platforms. It also surfaces held-away assets, planning opportunities, and major life events, providing deeper insights and historical intelligence on clients.
Benefits include enhanced collaboration and efficiency, tailored workflows with customizable meeting types and output presets, and the ability to connect Claude, ChatGPT, and other AI tools directly to your client intelligence. Zocks adapts to your practice, whether you are a solo advisor or part of a large enterprise, offering the privacy, security, reporting, and controls needed to deploy AI across your organization.
Use cases range from automating meeting prep and note-taking to drafting personalized client communications and updating financial plans. Technical details include seamless integration with CRMs, email inboxes, and financial planning tools like eMoney. Zocks extracts and syncs client and financial details from documents, ensuring accurate and up-to-date records.
With Zocks, you can focus on your clients while the AI handles administrative tasks, boosting productivity and strengthening client relationships. Experience the ROI and ease of use that thousands of advisors rely on.
Use Cases
Key Features
automatic note taking speaker attribution meeting preparation AI email drafts automatic form filling CRM integration wealth stack sync client data enrichment opportunity surfacing historical intelligenceWho is it for?
financial advisors, wealth managers, financial planners, solo advisors, financial firms, compliance officers, client relationship managers
