Announcement
Zocks has raised a $45M series B
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Schedule meetings and capture notes effortlessly with Zocks’ seamless calendar integration

Connect Zocks with your favorite tools, from CRMs to meeting platforms, ensuring a smooth, automated workflow that keeps everything in sync.

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Trusted by thousands of advisors & firms of every size

Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
Advisors Excel
Ameritas
United Planners
Apollon
NewEdge Advisors
TAG
Creative One
JW Cole
SAX
Silver Oak
Retirement Planning
Korhorn
Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
Advisors Excel
Ameritas
United Planners
Apollon
NewEdge Advisors
TAG
Creative One
JW Cole
SAX
Silver Oak
Retirement Planning
Korhorn

Seamless calendar integration for smarter meetings

Zocks connects effortlessly with your calendar, with full customization and deep integration into your wealth stack, you stay organized, proactive, and always prepared.
Outlook CalendarOutlook Calendar
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Google CalendarGoogle Calendar
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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CRM-based calendarCRM-based calendar
CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
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Bring the power of Zocks to your Outlook

Access all of Zocks’ AI-pwered capabilities in a sidebar view, right from your inbox and calendar.

Learn more about Zocks' Outlook add-in

The AI Meeting Assistant trusted and approved by the industry

Save 15 minutes before every meeting

Get AI-generated client profiles, financial summaries, meeting agendas, and insights before client meetings, and have Zocks save you the time and effort of manually going through your CRM and past meeting notes.

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Be fully present at meetings while Zocks takes detailed notes

Focus fully on your clients while Zocks captures all relevant information from your virtual meetings, in-person discussions, and phone calls.

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Summary
  • 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....

Build client profiles in real-time for deeper client insights

Zocks collects, enriches, and syncs custom client data across meeting notes, emails, calendar, advisor-focused CRMs, and your wealth stack—helping you identify trends, uncover opportunities, and optimize workflows.

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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.
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