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.
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.
With two-way data sync, Zocks updates financial plans and pulls the latest data from PreciseFP 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."
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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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.
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.
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.
Automatically fill out client forms
Zocks pulls data and auto-fills forms, instantly kicking off workflows such as client onboarding or retirement planning.
Instantly update your CRM
Zocks auto-syncs client data, notes, emails and tasks, ensuring full visibility and efficiency.
Build client profiles automatically
Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.