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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 Orion Ascent 2025

February 3-6, 2025
Hyatt Regency Orlando | Orlando, Florida

Booth #510

Visit us at Orion Ascent 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.

Zocks, the AI Meeting Assistant made specifically for Financial Advisors

empowers you to...

Save 30-45 minutes on meeting preparation, note-taking and admin work

Keep your team in sync with up-to-date client data and follow-up tasks

Strengthen client relationships by fully focusing during meetings and fast, consistent communication

Stay compliant with privacy-first note-taking and client record updates

Don’t miss out on our special offer for Orion Ascent 2025 attendees - claim your coupon code for 10% off for your first year with Zocks.

We look forward to meeting you at our booth!

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 10%  discount!
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