The AI Assistant made for financial advisors that seamlessly integrates with your CRM

Prepare for client meetings in seconds

Zocks automates meeting preparation by generating proposed agendas, client summaries, conversational prompts, outstanding action items, and pre-meeting e-mail drafts—using client data, emails, texts saved in Practifi, and notes from previous meetings.

Save meeting results to Practifi with a click

Zocks captures best-in-class, accurate, and compliant meeting notes and turns them into structured data —without recording.

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Easily edit, then export complete meeting summaries or customized meeting details generated by Zocks. These will by default be saved to ‘Notes’ in Practifi and stored on the Household record, but you can also export details directly to a contact in Practifi.

Update client records automatically

Auto-sync client data or update any standard and custom objects or fields on the contact record in Practifi from data captured from conversations, your mailbox, and calendar— keeping client profiles up-to-date and compliant.

Create follow-up tasks in Practifi

Zocks automatically generates action items from meeting notes and client emails. Simply create and sync Tasks and assignments with due dates and priorities to Practifi with one click.

Sync contacts with custom visibility

Zocks can compare the data you have for a client in Practifi and identify any new or changed data captured during the conversation.

Automatically sync contact data based on status, type, and tags with customized visibility, ensuring accurate CRM records, privacy,  and compliance.

Calendar sync

Synchronize calendar events based on custom event types, ensuring seamless scheduling and a clear overview of upcoming meetings and tasks.

Pull custom information and gain deeper insights

Ask anything about your client and get the information you need in seconds. Zocks' AI Assistant pulls and enriches data from your CRM, past meetings, emails, calendar, and wealth tech, giving you historical intelligence and deeper insights beyond the scope of your CRM.

Extensible custom object mapping

With smart defaults for Salesforce and ‘Salesforce Overlay’ solutions like Practifi, Zocks allows for highly customized integrations.

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The extensible ‘Elastic Integration Layer’ allows for even more complex setups and use cases, flexibility, and ease in custom mappings.