Turn conversations into actionable client Insights
Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM integration.
Your all-in-one AI client intelligence platform
Industry-leading AI architecture
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The AI Meeting Assistant trusted and approved by the industry
Technology designed for the highest possible note quality
Zocks sets the industry standard with unmatched accuracy, formatting precision, configurability, and security - without recordings.
- 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....
API-first with intelligence and productivity from the ground up
Zocks offers out-of-the-box integrations and REST APIs for seamless connectivity with CRMs, email, calendars, and wealth tech.
With real-time, two-way data flows, it keeps client records accurate and up to date—eliminating manual admin work while delivering AI-powered insights beyond CRM data.
Zocks #1 choice for top performing advisor teams
Zocks’ platform is designed to enhance collaboration, efficiency, and control within teams of all sizes, no matter if you're working with assistants, multiple advisors, or complex client structures.
Enterprise-ready workflow automation, controls, and insights
Built for enterprise functionality, Zocks enables workflow automation with fine-grained access controls, privacy, and compliance safeguards.
It supports organizational hierarchies while providing advisor- and enterprise-level insights, reporting, and full control over your data, integration, and supervision for seamless operations and compliance.
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Zocks is fully customizable to your financial practice
Zocks is fully configurable and easily adapts to fit your workflows to boost productivity for teams and firms of all sizes.
Zocks is fundamentally private & secure
Zocks leads the industry in data security, privacy, and in approach to data retention. With Zocks, you own and control your data, and you decide how much and for how long it is stored.
Compliance is at the core of Zocks
Zocks is designed to increase compliance without impeding productivity, guaranteeing more accurate, actionable data from meetings, improved documentation, and deeper client insights-all without recordings, with you in control.
Return on Investment
Leading financial firms and thousands of advisors chose Zocks to improve efficiency and client relationships with AI-powered automation - here’s why.
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.
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