.svg)
Get accurate notes without recordings wherever you meet your client
Trusted by thousands of advisors & firms of every size
.webp)
Stay present, we've got the notes
.webp)
.webp)
Integrated calls and video meetings
.webp)
.webp)
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.
Focus fully on your client with Live Meetings
Live Meetings transform how you engage with clients by bringing Zocks directly into every meeting. Whether you're connecting online, via phone or meeting face-to-face, you now have your complete Zocks toolkit available in real-time.
Save 45 minutes per meeting with Zocks handling admin
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.
Prepare for meetings in seconds
Get key details, agendas, action items, and draft emails before meetings - saving you the time and effort of manually going through your CRM, emails, past meeting notes, and planning system.
Pull client information live during meetings
Zocks’ live meeting view gives you real-time access to key client details, agenda items, outstanding tasks, and instant answers to any client-related question, pulling the latest data from past conversations, contacts, emails, your CRM, and financial planning system.
Get best-in-class, compliant note outputs
Zocks delivers unmatched note-taking accuracy, capturing key details from every conversation while ensuring privacy and compliance with 100% recording-free notes.
.webp)
Sync notes, contact updates, and tasks to your CRM and financial planning system with a click
Save hours of manual admin with Zocks auto-syncing notes, field-level client data, and tasks from conversations into your CRM and financial planning system.
Get started for free in less than 10 minutes
See Zocks' Live Meetings in action
Discover how to access client details, agenda items, outstanding tasks, and get answers to client-related questions from Zocks during meetings.
Setting up your meeting provider with Zocks
Zocks delivers unmatched note-taking accuracy, capturing key details from every conversation while ensuring privacy, compliance, and seamless CRM integration.
