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Zocks closes Series A round with a total of $19.5M to empower advisory firms

Leading Financial Advisors and Firms choose Zocks AI Meeting Assistant for unrivaled privacy and productivity

Zocks at Ameritas AIC and AAS All In Forum

March 19–21, 2025
Red Rock Casino Resort & Spa, Las Vegas, Nevada

Visit us at Ameritas AIC/AAS Forum and we will show you how Zocks can support your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.

Looking forward to meeting you at our booth!

Mark Gilber, CEO and Founder of Zocks, the AI Meeting Assistant for Financial Advisors

Zocks, the AI Meeting Assistant made specifically for Financial Advisors

empowers you to...

Save 45 minutes per meeting with Zocks, the AI Meeting Assistant for Financial Advisors

Save 45 minutes per client meeting by automating meeting preparation and note-taking from virtual, in-person and phone meetings

Keep client records up to date with Zocks, the AI Meeting Assistant for Financial Advisors

Keep client records up to date with auto-syncing notes, tasks and initiating workflows through seamless CRM integration

Strengthen client relationships with Zocks, the AI Meeting Assistant for Financial Advisors

Strengthen client relationships with consistent, personalized follow-up emails and by fully focusing on clients during meetings

Stay compliant with Zocks, the AI Meeting Assistant for Financial Advisors

Protect data security and stay compliant with 100% no-recording note-taking, SOC 2 Type 2 certification, and user-defined data retention policies

Zocks seamlessly integrates with your tech stack

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"Our ability to take notes during meetings is not the value-add that clients come to us for. They hire us to understand how their financial situation impacts their lives, and the ability to focus on them during meetings can only add to that."
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Cole McClarren
CFP® Senior Advisor & Partner, Cambridge Financial Group
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“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
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Seth Sanborn
Financial Advisor, Legacy Financial Advisors
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"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me.  With Zocks, I simply review and edit the generated e-mail and send 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!"
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Jason Odette
Partner and IAT, Vitalstone Financial
It’s time to level up your client engagement with Zocks
Book your demo now and claim your discount!
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