The AI Meeting 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 historical client data from Wealthbox, meeting notes, and emails.

Save meeting results to Redtail with a click

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

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Easily edit, then export complete or customized meeting summaries to Redtail as an Activity or Note associated with a Redtail contact.

Update client records automatically

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

Create follow-up tasks in Redtail

Zocks automatically generates action items from meeting notes and client emails, assigning tasks,due dates, and priorities to team members in Redtail with one click.

Sync contacts with custom visibility

Automatically synchronize contacts based on status, type, and tags with customized visibility—ensuring accurate CRM records, privacy, and compliance.

Calendar sync

Connect and synchronize your meetings across Redtail Calendar and Zocks for virtual client meetings on Zoom, Google Meet, Microsoft Teams. 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 with Zocks’ AI Assistant pulling data from your CRM, past meetings, emails, calendar, and wealth tech. Using and enriching data from all connected systems, Zocks provides historical intelligence and deeper insights beyond the scope of your CRM.

Advanced customization and custom object mapping

With out-of-the-box smart defaults for Redtail users, 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 for data objects and advanced workflows.