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.
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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
Zocks’ customizable forms are designed to support financial advisor workflows such as new client onboardings, financial planning and account openings.
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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.
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.

Custom field-level CRM mapping is available upon request to match form fields to corresponding CRM contact fields.

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.

The Zocks Platform and APIs seamlessly integrate with your tech stack






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.”

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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."

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."


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.


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