Create custom forms and automate form filling with AI

Zocks fills forms in seconds by pulling client information from your meetings, CRM, emails, calendar, and wealth stack  - so you can onboard clients and initiate workflows without manual effort.

Digital form with personal details input fields in purple theme

Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance

Deep dive into Zocks' automatic form filling

Automatic form filling designed for financial advisor workflows
Zocks automatically fills forms with client data pulled from past meetings, your CRM, emails, calendar, and more.

Zocks’ customizable forms are designed to support financial advisor workflows such as new client onboardings, financial planning  and account openings.
Auto-sync client data across systems
Field-level data mapping and CRM updates
Digital form with personal details input fields in purple theme
Custom form fill tailored to your workflows
Configure system forms or create new custom forms for any purpose, tailored to your workflows.Custom forms can be assigned to Meeting Types to automate data collection for dedicated workflows such as estate planning or retirement planning.

You can also fill custom forms on-demand at any time, allowing you to enroll existing clients in new advisory workflows or collect missing information in seconds. Zocks is able to map and pull custom data of multiple types in a single form, such as text, numbers, or nominal data.
You can easily create and fill custom data fields  like Annual Salary, Bonus Income, Investment experience, or various Risk tolerance metrics by giving a brief explanation to Zocks’ AI Assistant.
Form Fill customized and assigned to Meeting Type allowing automatic custom data collection data from all meetings of a type.
Form Fill for specialised workflows such as estate planning or retirement planning.
Custom client data fields filled in by AI Assistant based on brief explanation
Automatically fill out the eMoney Fact Finder
With seamless eMoney integration,  Zocks instantly fills out the Fact Finder with information captured from your client conversations, combined with up-to-date info in your CRM and email history.

With two-way data sync, Zocks updates financial plans and pulls the latest data from eMoney to draft emails, prep for meetings, and respond to client questions without manual work.
1-click export of completed forms
Export completed forms effortlessly to your CRM and to PDF with a click through Zocks’ seamless integration with advisor-focused CRM and your full tech stack.

Custom field-level CRM mapping is available upon request to match form fields to corresponding CRM contact fields.
Salesforce export completed with 955 active user records
Accurate, complete documentation for increasing compliance
Zocks’ privacy-first platform is  built specifically for financial services privacy, security and compliance standards-with you in full control.

Get accurate, auditable documentation and actionable data from meetings while Zocks’ fully own platform  ensures secure API management with full control over subprocessors–all without recordings.
100% no-recording data capture from meetings
Accurate, auditable documentation with unrivaled accuracy
Client Consent Notices & Tracking
Secure login and identity management through SAML-based Single Sign-On (SSO) setup
On-demand user provisioning with automatic role and permission setup
Fully encrypted data while in transit and at rest
Advanced Data Retention Policies at the object level
REST APIs for flexible, secure integrations with your CRM and wealth stack

The Zocks Platform and APIs seamlessly integrate with your tech stack

Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
This is some text inside of a div block.
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
This is some text inside of a div block.
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
This is some text inside of a div block.
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
This is some text inside of a div block.
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
This is some text inside of a div block.
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
This is some text inside of a div block.
Hubspot
Automate your workflows and client data management with Zocks' Hubspot integration.
This is some text inside of a div block.
Smartoffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
This is some text inside of a div block.
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
This is some text inside of a div block.
Zoom
Seamlessly connect with clients through high-quality video calls and let your AI assistant handle scheduling and summaries.
This is some text inside of a div block.
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
This is some text inside of a div block.
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
This is some text inside of a div block.
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
This is some text inside of a div block.
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
This is some text inside of a div block.
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
This is some text inside of a div block.
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
This is some text inside of a div block.
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
This is some text inside of a div block.
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
This is some text inside of a div block.
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
This is some text inside of a div block.
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
This is some text inside of a div block.
Microsoft Outlook
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
This is some text inside of a div block.
Gmail
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
This is some text inside of a div block.
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
This is some text inside of a div block.
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
This is some text inside of a div block.
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.
This is some text inside of a div block.
Get the only AI assistant integrated with eMoney. Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.

The AI Meeting Assistant trusted and approved by the industry

Have all the information you need in seconds

Zocks keeps client profiles up-to-date by syncing data across meeting notes, your CRM, email, calendar and your wealth stack, and can instantly pull relevant information.

“Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.”

Jason Odette
Harsh Govil
Principal at Motive Ventures
CRM dashboard showing sync complete with active client statuses

Increase compliance with accurate, complete client data

Zocks is designed for compliance and security standards in financial advising, ensuring accurate client data and improved documentation - without impeding productivity, keeping you in full control of your data.

“The extensive data capture means we worry less about missing key client information and compliance."

Jay Cranford
Jay Cranford
Buff Your Finances
Captured sessions data
Meeting
Transcription
Result
Delete data

Scale your practice with personalizable and standardizable automation.

Save time while maintaining personalization and consistency with Zocks automatically filling forms for both standard and specialized workflows.

They do an amazing job of supplying results that can work for your individual style and  preferences. Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough."

Smiling professional headshot of a person with a blue and yellow circular background
Michael Kelly, CFA, CFP
Partner & Chief Investment OfficerReach Strategic Wealth
Virtual meetings
In-person & phone conversation
CRM Records and notes
Email & Calendar

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. Book a discussion  with our product experts to see how Zocks can be tailored to your practice’s needs.

Unlock Zocks full
potential
for your practice

Financial Facts by Topic
Estate planning
1
Profile & goals
4
Education planning
1
Investment management
2
Smiling middle-aged woman with blonde hair in blue shirt, professional headshot

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.

Learn more
Proposed Agenda
Person 2
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.

Learn more
EmailOutlook
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:

  1. Review and update life insurance coverage to ensure adequate protection for your family’s needs.
  2. 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.

Learn more
Fact Finder
Person 3

Automatically fill out client forms

Zocks pulls data and auto-fills forms, instantly kicking off workflows such as client onboarding or retirement planning.

Learn more
Sync Table
Salesforce logoIcon 1
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.

Learn more
Features Client

Build client profiles automatically

Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.

Learn more