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CRM
Automate CRM updates and workflows with Zocks’ fully customizable CRM integration
Trusted by thousands of advisors and firms of every size
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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.
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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.
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.
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 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 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 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
