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Seamless calendar integration for smarter meetings
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Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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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.
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Exchange Calendar
Sync your Microsoft Exchange calendar into Zocks so every meeting shows up with prep, notes, and follow-up ready.
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Bring the power of Zocks to your Outlook
Access all of Zocks’ AI-pwered capabilities in a sidebar view, right from your inbox and calendar.
The AI Meeting Assistant trusted and approved by the industry
Save 15 minutes before every meeting
Get AI-generated client profiles, financial summaries, meeting agendas, and insights before client meetings, and have Zocks save you the time and effort of manually going through your CRM and past meeting notes.
Be fully present at meetings while Zocks takes detailed notes
Focus fully on your clients while Zocks captures all relevant information from your virtual meetings, in-person discussions, and phone calls.
Summary
- John Smith and Michelle Smith
- Married for 20 years
- Residence not specified, John owns a construction company and Michelle is a realtor
- Interests include maximizing time with children, sports and activities....
Build client profiles in real-time for deeper client insights
Zocks collects, enriches, and syncs custom client data across meeting notes, emails, calendar, advisor-focused CRMs, and your wealth stack—helping you identify trends, uncover opportunities, and optimize workflows.
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.
14-day free trial
Setting up your calendar integration with Zocks
Integrate Zocks with my Outlook Calendar
Zocks seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, turning virtual meetings into structured notes.
Learn more
Integrate Zocks my Google Calendar
Zocks seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, turning virtual meetings into structured notes.
Learn more