Top Applications of AI for Financial Advisors in 2025

AI is rapidly revolutionizing wealth management and the way financial advisors work.

By AI-powering note-taking, automating meeting prep, follow-ups and  optimizing client data, advisors can boost efficiency and focus on what truly matters—strategic financial planning and stronger client relationships.

AI Adoption in Wealth Management

Accenture’s 2024 survey found that across North America,  97% of financial advisors believe that AI can grow their  book of  business by more than 20%, and 92% have already begun integrating AI.

AI for financial advisors is no longer optional—it’s essential if you want to stay competitive in the future.

How Financial Advisors Utilize AI

AI solutions can intelligently automate tasks and workflows across the full client servicing timeline.

Here are some of the top applications of AI for financial advisors.

1. Meeting Preparation

Let AI analyze data and organize relevant client information for meetings, and prepare your agenda and pre-meeting e-mail.  

‍Benefit: Save time on meeting preparation and have all the information you need.

2. Meeting Note-taking

Capture detailed client information with AI without manual note-taking, and get organized summaries, discussion points, and actionable follow-ups after meetings.

‍Benefit:  Advisors can focus fully on client engagement, as all details are accurately captured without the need to juggle active listening and note-taking.

3. Client Record Updates

AI helps you automatically sync and organize meeting notes, client updates, and tasks with advisor-specific CRMs like Wealthbox, Salesforce, or Redtail.

Benefit: Save time, keep your client records compliant, and ensure your entire team stays aligned with up-to-date information and tasks.

4. Workflow Automation

Assign follow-up tasks and share meeting notes and client updates directly in your CRM. Keep your team aligned and productive with access to all information, clear responsibilities and deadlines.

‍Benefit:  Work more efficiently with your team with full visibility, reducing delays, chances of error and maintaining consistent client service.

5. Follow-Ups

AI can help you maintain fast, personalized client communication. Get tailored email drafts before and after meetings with all relevant information, in your style for timely, thorough and personalized client interactions.

Benefit: Build stronger client relationships through high-quality, consistent communication. 

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Here’s an example on how Zocks, the AI Meeting Assistant specifically created for financial advisors, can support you throughout the whole client servicing timeline.

Get Your Financial Practice AI-Powered with Zocks

Zocks, the AI Meeting Assistant specifically designed for financial advisors, provides a comprehensive solution that supports your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.

Why choose Zocks?

Highly rated and recommended by thousands of Financial Advisors

With thousands of advisors using Zocks every week, we have a 9+ NPS (Net Promoter Score).

Industry leader in data security, privacy, and compliance controls

Zocks is the only AI assistant built from the ground up with the data security, privacy, and AI controls required for Financial Services.

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Zocks is built to help Advisors Succeed - we are here for you in every step of implementing AI.

• Fast Support: With a 2-minute median response time and 15-minute resolution time, you can count on prompt, efficient help whenever you need it.

• Customization Session: Every new user gets a personalized 1-on-1 customization session with our Product Expert during their first 30 days.

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