The AI Assistant for financial advisors

“We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive.”

“Our close rate is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we're bringing a new client on.”

“Zocks quickly emerged as the clear choice. The platform is purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one.”

“I’ve used other AI tools and I can confidently say Zocks saves me at least twice as much time.”

“The feedback on Zocks from our financial professionals has been extremely positive and it's truly changing the way they work.”

“Zocks has been one of the best tools that I've come across in almost 30 years in the business.”

“Zocks has singlehandedly changed my noting and client follow-up process.”

“Zocks captures details I might have missed then synthesizes topics and action items, which I can import to Wealthbox with 1 click. Post-meeting processes now are completed in just minutes!”

“We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. It's hard to imagine our business today without Zocks.”

“Prior to using Zocks, meeting notes, follow ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously.”

“Zocks synthesizes meeting information and creates summaries, a list of client priorities, bullet lists of facts, and tasks for both our firm and our clients. We couldn’t live without it.”

“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity.”

“When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice.”

“Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships.”

“We were looking for more than just a tool—we needed a partner with a bold product vision and a roadmap that matched our pace. Every day, we aim to be 1% better. Zocks shares that mindset, and that’s what sets them apart.”

“I have used several AI notetaking options, and Zocks is the best for financial advisors.”

“This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life.”

“No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation.”

“With Zocks, we’re not just managing investments; we’re using it to pioneer new strategies, work more effectively, and deliver unparalleled value to our clients.”

“I love having Zocks so we can ensure that we never miss anything our clients say. We can have custom breakdowns, send automated emails, and tasks are noted so my ops director can always ensure everything gets done.”

“It's like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection.”

“Zocks is greatly improving my efficiency with client follow-up and meeting documentation. I have been needing something like this for a very long time!”

“Zocks’ extensive data capture means we worry less about missing key client information and compliance.”

“The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service.”

“Zocks’ extensive data capture means we worry less about missing key client information and compliance.”

“With Zocks, we've transformed how we capture, retain, and utilize critical information, enhancing both our efficiency and client satisfaction.”