Zocks
Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week. Now invest that time in growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds. Surface life events, flag planning gaps, and anticipate client needs. Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks. Learn more at zocks.io.
Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book.
- AI Meeting Notes
- Meeting Preparation
- Client Email Drafts
- Form Autofill
- CRM Sync
- Client Profile Management
- Document Intelligence
- Conversation Analytics
- Before a meeting: Zocks pulls context from your CRM and past meeting notes to auto-generate a prep brief: key client details
- agenda
- open action items
- and a draft follow-up email. You go into the call already organized. During a meeting: You invite the Zocks AI assistant to join (via calendar invite
- or it auto-joins based on your settings). It listens and captures everything in real time — no recording stored. It handles speaker attribution even in multi-person calls. After the meeting: Zocks processes the conversation and produces: structured notes (in your chosen format/meeting type)
- tasks
- a follow-up email draft
- and any forms pre-filled with client data. You review
- edit if needed
- and push to your CRM with one click. Ongoing: Client profiles in Zocks build up over time from meetings
- emails
- and documents. You can "ask anything" about a client
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