Form fill
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.
.webp)
Trusted by thousands of advisors & firms of every size
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.
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
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 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 eMoney Facts
With seamless eMoney integration, Zocks instantly fills out Facts 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.
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.
Automatically fill out fact finder & account opening forms in PreciseFP
With seamless PreciseFP integration, Zocks captures the right information from your client conversations, combines it with up-to-date info in your CRM & email, then instantly fills out fact-finding and account-opening forms.
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.
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.
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.
Custom field-level CRM mapping is available upon request to match form fields to corresponding CRM contact fields.
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.
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
Coming Soon
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
This is some text inside of a div block.
Coming Soon
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.
Coming Soon
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
This is some text inside of a div block.
Coming Soon
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
This is some text inside of a div block.
Coming Soon
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
This is some text inside of a div block.
Coming Soon
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
This is some text inside of a div block.
Coming Soon
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
This is some text inside of a div block.
Coming Soon
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.
Coming Soon
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.
Coming Soon
.webp)
Advisor Engine
Automate routine advisor tasks with full CRM integration and AI-powered note-taking for improved efficiency.
This is some text inside of a div block.
Coming Soon
.webp)
LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
This is some text inside of a div block.
Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
This is some text inside of a div block.
Coming Soon
Native Experience
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.
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.
This is some text inside of a div block.
Coming Soon
Native Experience
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.
Coming Soon
Native Experience
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.
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.
This is some text inside of a div block.
Coming Soon
Native Experience
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.
Coming Soon
Native Experience
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.
Coming Soon
Native Experience
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.
Coming Soon
Native Experience
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.
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.
This is some text inside of a div block.
Coming Soon
Native Experience
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
This is some text inside of a div block.
Coming Soon
Native Experience
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
This is some text inside of a div block.
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.
This is some text inside of a div block.
Coming Soon
Native Experience
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.
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.
This is some text inside of a div block.
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.
This is some text inside of a div block.
PreciseFP
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
This is some text inside of a div block.
Orion Portfolio Solutions
Connect Orion Portfolio Manager to Zocks and turn portfolio data into powerful meeting insights.
This is some text inside of a div block.
The AI 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.”
Harsh Govil
Principal at Motive Ventures
.webp)
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
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."
Michael Kelly, CFA, CFP
Partner & Chief Investment OfficerReach Strategic Wealth
Virtual meetings
In-person & phone conversation
CRM Records and notes
Email & Calendar
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.
Learn more
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
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.
Learn more
Facts
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 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
Build client profiles automatically
Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.
Learn more