Full wealth tech integration for smarter workflows

Capture and access meeting prep, client insights, and task management live from Zoom meetings.

Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.

Keep client records updated effortlessly with seamless note syncing and task automation.

Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.

Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.

Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.

Capture detailed notes and action items directly into Redtail for streamlined client management.

Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.

Power your advisory workflows with intelligent note-taking and real-time data syncing.

Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.

Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.

Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.

Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.

Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.

Automate your workflows and client data management with Zocks' Hubspot integration.

Connect Zocks with Webex for a more productive and efficient client meeting experience.

Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.

Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.

Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.

Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.

Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.

Easily sync 200+ fields from conversations to RightCapital. Deliver plans faster than ever so you can close more prospects and onboard clients quickly.

Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.

Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.

Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.

Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.

Automatically trigger workflows after every client conversation, connecting Zocks to 8,000+ apps.

Connect Holistiplan’s advanced tax analysis with Zocks to gain instant access to the tax data and insights you need to turn every client interaction into a planning opportunity.

Connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.