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

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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 the AI meeting assistant designed to seamlessly connect with advisor-focused CRMs and your full wealth stack, keeping your workflows smooth and efficient.
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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Hubspot
Automate your workflows and client data management with Zocks' Hubspot integration.
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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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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.

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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....

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.

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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
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Emily Novak
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Zocks adapts to your needs with advanced CRM integration and customization

Get started for free
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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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How Zocks makes a difference

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Thomas Kopelman
Thomas Kopelman
AllStreet Wealth

"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."

Matt Hall
Matt Hall
Hill Investment Group

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Frank Napolitano
Frank Napolitano
Sensible Financial

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Bob Veres
Bob Veres
Bob Veres' Inside Information

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Dani Fava
Dani Fava
Chief Strategy Officer, Carson Group

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.

Matt Hall
Matt Hall
Hill Investment Group

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.

Jay Cranford
Jay Cranford
Buff Your Finances

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.

Harsh Govil
Harsh Govil
Principal at Motive Ventures

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Thomas Kopelman
Thomas Kopelman
AllStreet Wealth

"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."

Matt Hall
Matt Hall
Hill Investment Group

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Frank Napolitano
Frank Napolitano
Sensible Financial

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Bob Veres
Bob Veres
Bob Veres' Inside Information

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Dani Fava
Dani Fava
Chief Strategy Officer, Carson Group

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.

Matt Hall
Matt Hall
Hill Investment Group

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.

Jay Cranford
Jay Cranford
Buff Your Finances

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.

Harsh Govil
Harsh Govil
Principal at Motive Ventures

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.