Automate CRM updates and  workflows with Zocks’ fully customizable CRM integration

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Trusted by thousands of advisors and 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

Effortless integration for financial advisors

Zocks is the AI meeting assistant designed to seamlessly connect with advisor-focused CRMs and your full wealth stack, keeping your workflows smooth and efficient.
AdvisorEngineAdvisorEngine
AdvisorEngine
Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.
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SmartOffice SmartOffice
SmartOffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
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HubSpotHubSpot
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
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PractifiPractifi
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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XLR8XLR8
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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ZohoZoho
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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RedtailRedtail
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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SalesforceSalesforce
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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WealthboxWealthbox
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Microsoft Dynamics 365Microsoft Dynamics 365
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
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Zocks is designed to support financial firms’ CRM processes and workflows

Save hours a day on manual admin

Zocks auto-syncs notes and field-level client data from conversations into advisor-focused CRMs—fully adaptable to your workflows.

Record Line Base
Record Line Fill
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....

Stay compliant with up-to-date, accurate CRM records

Designed for financial compliance and security standards, Zocks ensures accurate client data and improved documentation - without impeding productivity, keeping you in full control of your data.

Data retention policy form with AICPA and HIPAA compliance logos

Keep your team in sync on workflows

Ensure visibility across your team with automatically identified and synced action items in your CRM.

Tasks
Sophia Bennett
1
James Caldwell
5
Emily Novak
3

Zocks adapts to your needs with advanced CRM integration and customization

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Out-of-the-box  CRM integrationsOut-of-the-box  CRM integrations
Out-of-the-box CRM integrations
Zocks allows you to create custom CRM integrations—ensuring compliance, data accuracy, and automation for everything from compliance tracking to client experience enhancements.
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Custom object mappingCustom object mapping
Custom object mapping
Zocks supports custom-built data objects in your CRM, from compliance requirements to identifying data elements that drive customer experience initiatives.
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Updates with two-way data flowsUpdates with two-way data flows
Updates with two-way data flows
Zocks doesn’t just push data to your CRM and other systems—it also retrieves relevant information, keeping your client record up-to-date across systems and providing richer data for full visibility and deeper insights.
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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.
14-day free trial