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The Meeting Assistant made for Financial Advisors

Struggling to take notes during client meetings?

Zocks uses AI to take notes for you - so you never miss an important financial detail.

SOC 2 Type 2 Certified
Loved by top-performing Financial Advisors
Meeting notes getting in the way of serving your clients?
Channel your conversations through Zocks to save time, automate workflows, and create new experiences. All from the platform that brings privacy to intelligence. Here’s how it works.
  • Struggling to take notes and actively listen during your client meetings?
  • Are your notes missing key financial information?
  • Are you wasting too much time adding your notes into your CRM & Task Tool?
You need Zocks
The meeting assistant built specifically for financial advisors

Let AI capture financial details in client meetings

Enough of the half-ass note taking. Zocks automatically saves key details on your client’s financial situation, investment goals, and life events. Never miss an important financial fact again.
Make client follow ups a breeze
Zocks automatically surfaces the context behind all the financial facts and puts them into an email draft.

Get your meeting notes into your CRM & task managers automatically

Spending most of your day as a glorified stenographer? Not anymore! Zocks integrates directly with your systems of record.
Spend less time wrangling your notes
- and more time servicing your clients
“I’ve used several other AI tools, but Zocks is the only one that processes financial advice conversations in a way that truly saves time. Zocks both creates concise and useful meeting summaries and builds client-ready meeting summary.”
Brian O'Neill
Financial Advisor, Winged Wealth Management
"I was initially drawn to Zocks because of its commitment to data security. What keeps me a long-term customer is its commitment to accuracy and useful information that not only saves time but helps deliver even more value for our clients.”
Doug Oosterhart
CFP, Life Point Planning
“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
Seth Sanborn
Financial Advisor, Legacy Financial Advisors
"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me.  With Zocks, I simply review and edit the generated e-mail and send off to the client.  It is saving me significant time.  In addition, meeting notes are easily dropped into our CRM.  I have been needing something like this for a very long time!"
Jason Odette
Partner and IAT, Vitalstone Financial
“It’s the best tech for advisors – ever.
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance.  Win Win Win.”
Geoff Kanner
Certified Financial Planner, Kanner Financial
It’s time to automate your financial note taking