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.
Trusted by thousands of advisors & firms of every size
Deep dive into Zocks’ comprehensive client profiles
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.
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.
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 CRM, planning system, meeting notes, emails, and other connected systems, keeping every record up-to-date and complete.
Dynamically updated contacts and client profiles
Zocks utilizes contacts to link past and future meetings, emails, and connected systems.
Easily view all relevant client information and outstanding tasks with automatic updates to contacts, field-level data, and action items across your CRM and wealth stack.
Easily view all relevant client information and outstanding tasks with automatic updates to contacts, field-level data, and action items across your CRM and wealth stack.
Link Zocks contact to CRM, planning system, and other tools
Automatically update field-level contact data
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, or 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.
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
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, plannin systems, and connected tools.
Zocks cites the source of the information, referencing source and time of data capture and directly links the exact meeting for further review.
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.
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
The Zocks Platform and APIs seamlessly integrate with your tech stack
Coming Soon
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Coming Soon
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Coming Soon
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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Coming Soon
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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Coming Soon
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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Coming Soon
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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Coming Soon
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
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Coming Soon
SmartOffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
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Coming Soon
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
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Coming Soon
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Advisor Engine
Automate routine advisor tasks with full CRM integration and AI-powered note-taking for improved efficiency.
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Coming Soon
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LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
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Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
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Coming Soon
Native Experience
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
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Coming Soon
Native Experience
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
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Coming Soon
Native Experience
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
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Coming Soon
Native Experience
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
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Coming Soon
Native Experience
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
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Coming Soon
Native Experience
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
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Coming Soon
Native Experience
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
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Coming Soon
Native Experience
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
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Coming Soon
Native Experience
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
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Coming Soon
Native Experience
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
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Coming Soon
Native Experience
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
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Coming Soon
Native Experience
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
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Coming Soon
Native Experience
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Coming Soon
Native Experience
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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Coming Soon
Native Experience
CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
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Coming Soon
Native Experience
eMoney
Get the only AI assistant integrated with eMoney. Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
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PreciseFP
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
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Orion Portfolio Solutions
Connect Orion Portfolio Manager to Zocks and turn portfolio data into powerful meeting insights.
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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.
"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.
"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.
“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
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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.
Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis
Financial Facts by Topic
Estate planning
1
Profile & goals
4
Education planning
1
Investment management
2
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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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.
Send personalized emails with a click
Zocks drafts accurate emails in your tone and style, using client history from your CRM, inbox, and past meetings.
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Facts
Automatically fill out client forms
Zocks pulls data and auto-fills forms, instantly kicking off workflows such as client onboarding or retirement planning.
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Sync complete!
Your CRM is now up to date.
Instantly update your CRM
Zocks auto-syncs client data, notes, emails and tasks, ensuring full visibility and efficiency.
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Build client profiles automatically
Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.
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