Automate CRM updates and workflows with Zocks’ fully customizable CRM integration
Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
Effortless integration for financial advisors
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.
- 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.
Zocks adapts to your needs with advanced CRM integration and customization
How Zocks makes a difference
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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