Your resource hub for everything Zocks —
built for LPL.

“Zocks has improved how I prepare for and follow up on client meetings. What I appreciate most about Zocks is its accuracy. It identifies every speaker correctly and has footnotes that show where the information comes from. I can trust the notes, the summaries, and everything that follows, with only minor changes.”

“Zocks has been great. The meeting preparation and notes are on point, and I walk out of meetings with a clear action list and everything I need to keep clients informed and on track. The accuracy of speaker identification has been a standout. We're happy with what it delivers.”

“Zocks was head over heels better than anything else we evaluated. What really stands out about Zocks is the depth of its integrations and how much more it can do with the information from our client conversations. That means less manual work for our team and more client data actually making it into the systems we use every day. We’d been waiting for Zocks to come to LPL, and as soon as it did, we signed up our entire team.”

“Zocks doesn’t just help you go faster, it does more work for you, so you can focus on what matters most: your clients. I’ve worked with other AI tools and I can confidently say Zocks saves me at least twice as much time.”

“Using Zocks, I built a full eMoney balance sheet from a single fact-finder call, and went into the second meeting with a substantial analysis already prepared. I walked out with a $6 million client in just two meetings. It was one of the fastest times we've ever signed on a new client.”

“Zocks is way more than I was expecting. I came into it looking for a note taker. But I actually find these other things to be almost more valuable than the note taking.”

“As we explored how Gen AI could meaningfully support advisor productivity, Zocks quickly emerged as the clear choice.The platform was purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one.”

“Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection.”

“Our close rate is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we’re bringing a new client on.”