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Trusted by 5,000+ firms & 7 of the 9 Barron’s top mega RIAs
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AI-powered productivity connected to your mailbox
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Send and sync emails to your mailbox with click
Send pre-meeting and follow-up emails or reply to client emails directly from Zocks’ Email Hub.
Edit draft emails and manage multiple inboxes with fully configurable team-based access, sharing, and comments.
Reply to your client emails with one click
Zocks drafts generated client emails using real-time and historical client data from your CRM, meeting notes, emails, calendar and your wealth stack.
Edit drafts and reply to clients intsantly from your inbox, or sync and send emails from Zocks—securely, with you in full control.
Auto-sync client data and tasks from emails
Zocks automatically identifies and syncs new client information and action items from your emails through seamless integration with your mailbox, calendar, CRM and planning system.
Build client profiles in real-time for deeper client insights
Zocks collects, enriches, and syncs custom client data across meeting notes, emails, calendars, advisor-focused CRMs, and your wealth stack. Client Signals detect key life and business events in emails—from marital changes to property ownership—revealing opportunities for deeper engagement. Combined with your data, these signals identify trends, uncover opportunities, and optimize workflows.
Get started for free in less than 10 minutes
