The AI Meeting Assistant made for Financial Advisors
Zocks automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and drafts client follow ups — all without recording client conversations. Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows.
The Zocks Platform and APIs seamlessly integrate with your tech stack
Capturing client meeting notes is just the beginning
Zocks doesn't just take meeting notes, it automates everything from meeting prep to follow ups, drafts personalized emails including intelligent email responses, and keeps your CRM up to date — all without recording conversations.
Automate your meeting prep, note taking, client communications, and follow ups
Zocks reduces the time spent on administrative tasks, allowing advisors to spend more time building client relationships. Meeting prep, note taking, follow-ups, email creation and responses, and CRM updates are all automated, saving significant time and effort.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
Zocks leads the industry in data security, privacy, and compliance controls
Zocks prioritizes data security and privacy, ensuring all client conversations are confidential and compliance is maintained with proper and complete documentation.
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."
Be fully present while Zocks captures detailed notes for financial planning, wealth management, tax and insurance planning
Designed specifically for financial advisors, Zocks frees you up to fully engage with your clients, while automatically capturing all the important details from virtual, in-person, and phone meetings.
The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.
Enhance the consistency, timeliness, and personalization of follow up communications
Zocks captures and organizes structured meeting notes ensuring consistency of data across your clients and firm. It also captures and creates action items and can draft personalized emails and email replies in your tone, style and format leveraging information from past meetings, and connected CRM, email and calendars.
"Zocks has me back to sending follow-up emails after each meeting. My notes are more thorough, and I'm not missing facts anymore."
Intelligently build client profiles and gain new insights across conversions
Zocks builds comprehensive client profiles across conversations and time, which provides advisors valuable insights, helping them better serve their clients and identify opportunities across households.
“We can now devote our full attention to actively listening to our clients during meetings, understanding their needs and concerns more deeply.”
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
Keep your private conversation private - no meeting recordings needed
Unshakeable Client Relationships are built on trust, and Zocks sets the standard for privacy and security — it’s built into the platform from the ground up. Only Zocks can capture essential information without recording conversations while keeping your private meetings private.
9 of every 10 clients consider their advisors' communication timeliness and personalization when deciding to retain their services, and when making referrals
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.
Get started for free in less than 10 minutes
Get started with a 30 day free trial. 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.
