Zocks x Claude for Financial Advisors → Learn more

Platform

Trusted by leading financial advisors and firms, Zocks is the privacy-first AI platform designed for solo advisors, mid-size practices, and enterprises alike.

Platform overview

Zocks for Enterprise

Get the privacy, security, reporting & controls you need to deploy AI across your organization.

Client insights and intelligence

Zocks provides deeper insights and historical intelligence on clients.

Team collaboration and coaching

Zocks’ all -in-one platform enhances collaboration and efficiency, adapting to your practice.

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails, and integrations.

Zocks MCP

Connect Claude, ChatGPT, and other AI tools directly to your client intelligence.

Privacy and security

All client conversations are confidential, never recorded. You own and control your data.

Compliance

Maintain full compliance and accurate documentation without impeding productivity.

Return on investment

Learn how Zocks impacts productivity and client relationships.

"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."

Michael Kelly CFA, CFP®

Partner & Chief Investment Officer

Features

Zocks takes notes, automates meeting prep, drafts client emails, fills forms, and updates client profiles with seamless CRM and wealth stack integration.

All use cases

All integrations