The AI meeting assistant for financial advisors
Trusted by thousands of advisors & firms of every size
Focus on your client while capturing detailed notes
Zocks captures every key detail from virtual, in-person, and phone meetings with unmatched accuracy—without recording.
Prepare for meetings in seconds
Zocks automates meeting prep with summaries, agendas, action items, and emails, pulling real-time client data from your CRM, emails and connected systems.
Hello John and Michelle,
Thanks for your time. It was great to connect with you. I am following up with a summary of the action items and notes from our meeting.
Michelle's Action Items:
- Review and update life insurance coverage to ensure adequate protection for your family’s needs.
- Establish a will and consider other estate planning needs to secure your family’s future.
Send personalized emails with a click
Zocks drafts accurate emails in your tone and style, using client history from your CRM, inbox, and past meetings.
Automatically fill out client forms
Zocks pulls data and auto-fills forms, instantly kicking off workflows such as client onboarding or retirement planning.
Instantly update your CRM
Zocks auto-syncs client data, notes, emails and tasks, ensuring full visibility and efficiency.
Build client profiles automatically
Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.
More time building client relationships
Enterprise-ready workflow automation, controls, and insights
The Zocks platform and APIs seamlessly integrate with your tech stack.
.svg)
.svg)
.svg)
.svg)
.svg)
Get started for free in less than 10 minutes
You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
.webp)
The AI Meeting Assistant trusted and approved by the industry
Technology designed for the highest possible note quality
Zocks sets the industry standard with unmatched accuracy, formatting precision, configurability, and security - without recordings.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
- John Smith and Michelle Smith
- Married for 20 years
- Residence not specified, John owns a construction company and Michelle is a realtor
- Interests include maximizing time with children, sports and activities....
Industry-leading security and compliance
Zocks is the only AI assistant built specifically for financial services security standards - without recordings, with you in control.
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings.”
Scale your practice with full customization
Zocks adapts to your workflows, enabling personalization and standardization while boosting productivity for teams and firms of all sizes.
“The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.”
.webp)
The all-in-one platform for efficient team collaboration
Zocks ensures visibility, structured workflows, smart task delegation, standardization, and security across teams, from small offices to large shops and enterprises.
"Zocks has me back to sending follow-up emails after each meeting. My notes are more thorough, and I'm not missing facts anymore."
.webp)
Stay fully present while Zocks handles the details
Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.