Client profile management

AI-powered client profiles for deeper insights

Zocks collects, enriches, and syncs custom client data across meeting notes, emails, calendar, advisor-focused CRMs, and your wealth stack—helping you identify trends, uncover opportunities, and optimize workflows while strengthening client trust.

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Trusted by thousands of advisors & firms of every size

Deep dive into Zocks’ comprehensive client profiles

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Aggregated client data

Historical intelligence

Two-way data flow

Contacts & client profiles

Deeper client insights

Custom information

Scalability and standardization

Aggregated client data from multiple sources

Zocks aggregates data from meetings, advisor-focused CRMs, financial planning systems, emails, calendar, and your full wealth stack through seamless integrations.

It turns unstructured information into structured data to dynamically create and maintain client profiles, detecting, comparing, and updating field-level records and action items automatically.

Historical intelligence for deeper insights

Track historical data and changes over time to gain deeper insights for conversion metrics, behavioural analysis, trends in client questions and client segmentation.

Zocks shows the source of client data for reference, citing the system or linking directly to the system, email, or meeting where the information was captured.

Automate two-way data sync across your full wealth stack

Zocks doesn’t just push data to your wealth stack—it also retrieves relevant information with two-way data flows across your meeting notes, emails, CRM, financial planning system, and other connected tools, keeping every record up-to-date and complete.

Client summary table with active status and email addresses

Dynamically updated contacts and client profiles

Zocks utilizes contacts to link past and future meetings, emails, client documents, and integrated systems.

Access all key client information and outstanding tasks in one place, while field-level data from conversations and documents is automatically extracted and synced across your CRM and wealth stack.

Link Zocks contact to CRM, financial planning, portfolio management, tax planning, and other tools

Automatically extract and update field-level contact data from conversations and documents

View all client-related tasks under contacts

Cross-meeting data analysis

Deeper client insights beyond the scope of your wealth stack

Zocks collects, enriches, and tracks information not available in your CRM, planning system, and other tools in your wealth stack, helping you build client trust, improve workflows, and scale your practice with actionable insights.

Instantly pull custom client data using Zocks’ AI Assistant, identify trends, track behavioral changes, and access insights and reports at the client, advisor, and practice level.

Historical data tracking for segmentation, behavior, and conversion insights

Client-level insights on behavior, engagement, and client servicing insights

Enterprise-level insights with workflow metrics and usage data

Consent and compliance metrics

Bar graph showing meetings per role for financial, customer service, and insurance advisors

Custom client information in seconds

Zocks’ AI Assistant collects custom client data based on brief explanations, and instantly creates accurate, detailed answers to any client-related question. Simply ask anything to pull up-to-date data and historical insights from contacts, past conversations, emails, CRMs, financial planning, portfolio management, tax planning, and other tools.

Zocks cites the source of the information, referencing source and time of data capture, and directly links the exact meeting for further review.

Scalable your practice with actionable insights from Zocks

Zocks’ actionable insights and standardizable workflows empower advisors and forms to improve workflows and scale up while improving client trust.

With deep configurability and extensibility across user roles, data, and integrations, Zocks adapts to complex organizational structures and enterprise needs.

Customization at the user, team, and enterprise level

Advisor-level personalization of style, tone, and formatting of meeting and email templates

Advanced CRM integration with custom setups

Custom wealth stack integration with personally tailored data mappings

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The AI Meeting Assistant trusted and approved by the industry

Less time on admin, more time on clients

Automate meeting prep, note-taking, task delegation, client emails, form filling, and client profile management—so that you can focus more on your clients.

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"The time savings allow us to dive more deeply into our clients' issues and spend more time on analysis and problem-solving. It's hard to imagine our business today without Zocks."

Frank Napolitano

Sensible Financial

Summary

John Smith and Michelle Smith
Married for 20 years
Residence not specified, John owns a construction company and Michelle is a realtor
Interests include maximizing time with children, sports and activities....

Scale your practice while improving client trust

Zocks’ actionable insights empower advisors and forms to improve workflows and client servicing.

Book a demo Explore our features

"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."

Seth Sanborn

Legacy Financial Advisors

Virtual meetings

In-person & phone conversation

CRM Records and notes

Email & Calendar

Get better data and gain deeper client insight

Zocks collects and enriches data beyond the CRM scope, providing historical intelligence and deeper insights.

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“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.”

Harsh Govil

Principal at Motive Ventures

CRM dashboard showing sync complete with active client statuses

See Zocks in Action

Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.

Get started for free in less than 10 minutes

You'll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.

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14-day free trial

Unlock Zocks full
potential for your practice

Financial Facts by Topic

Focus on your client while capturing detailed notes

Zocks captures every key detail from virtual, in-person, and phone meetings with unmatched accuracy—without recording.

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Proposed Agenda

Review financial support plan for Michelle’s sister Sarah

Discuss Rebecca’s education funding and potential reallocations

Update on the sales of the Mammoth Condo and allocation of proceeds.

Add Estate Planning and Trusts as a topic on the agenda

Add new agenda

Prepare for meetings in seconds

Zocks automates meeting prep with summaries, agendas, action items, and emails, pulling real-time client data from your CRM, emails and connected systems.

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Follow-up Email

Hello John and Michelle,

Thanks for your time. It was great to connect with you. I am following up with a summary of the action items and notes from our meeting.

Michelle's Action Items:

Review and update life insurance coverage to ensure adequate protection for your family’s needs.
Establish a will and consider other estate planning needs to secure your family’s future.