Have Zocks take notes for you wherever you meet your client - without recordings.

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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

Stay present, we've got the notes

Focus on your clients while Zocks captures accurate, actionable, and 100% recording-free notes—so you never miss a detail.
Meeting Conference
Virtual meetings
Zocks seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, turning virtual meetings into structured notes.
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Phone calls
Capture notes from any phone call - whether you are using a personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
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In-person meetings
Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed.
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Integrated calls and video meetings

Integrate your meeting platforms and phone calls with an AI assistant that joins, and captures key insights—so you never miss an important detail.
Zoom
Seamlessly connect with clients through high-quality video calls and let your AI assistant handle scheduling and summaries.
[Meeting] Virtual
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
[Meeting] Virtual
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
[Meeting] Virtual
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
[Meeting] Phone Calls
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
[Meeting] Phone Calls
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
[Meeting] Phone Calls
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
[Meeting] Phone Calls
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
[Meeting] Phone Calls
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
[Meeting] Phone Calls
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
[Meeting] Phone Calls
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
[Meeting] Phone Calls
Zocks Logo
Zocks
Zocks captures in-person conversations with precision, identifying key insights and action items without interrupting the flow of conversation. Use the Zocks mobile app for iOS and Android, designed specifically for in-person meetings, or the desktop platform to ensure no detail is missed.

Zocks' proprietary custom AI stack is also uniquely efficient in accurately identifying speakers and assigning note sections to the right contacts and colleagues, even from a shared audio source.
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Invite Zocks to automatically join meetings with intelligent filtering

Define which meetings are synced to Zocks from your calendar and which meetings the AI Assistant will auto-join and take notes for you.

Get best-in-class, compliant note outputs synced to your CRM

Zocks delivers unmatched note-taking accuracy, capturing key details from every conversation while ensuring privacy, compliance, and seamless CRM integration.

AI note-taking features for financial advisors with privacy and compliance

How Zocks makes a difference

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Thomas Kopelman
Thomas Kopelman
AllStreet Wealth

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Matt Hall
Matt Hall
Hill Investment Group

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Frank Napolitano
Frank Napolitano
Sensible Financial

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Bob Veres
Bob Veres
Bob Veres' Inside Information

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Dani Fava
Dani Fava
Chief Strategy Officer, Carson Group

At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.

Matt Hall
Matt Hall
Hill Investment Group

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

Jay Cranford
Jay Cranford
Buff Your Finances

We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.

Harsh Govil
Harsh Govil
Principal at Motive Ventures

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Thomas Kopelman
Thomas Kopelman
AllStreet Wealth

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Matt Hall
Matt Hall
Hill Investment Group

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

Frank Napolitano
Frank Napolitano
Sensible Financial

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

Bob Veres
Bob Veres
Bob Veres' Inside Information

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

Dani Fava
Dani Fava
Chief Strategy Officer, Carson Group

At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.

Matt Hall
Matt Hall
Hill Investment Group

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

Jay Cranford
Jay Cranford
Buff Your Finances

We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.

Harsh Govil
Harsh Govil
Principal at Motive Ventures

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.