Get better data from conversations and gain industry-specific insights built on intelligent client profiles

Zocks’ AI-powered platform captures, syncs, and enriches client data across all sources, delivering insights beyond the scope of your CRM and  wealth stack.

Dashboard showing meetings per role and client insights with purple charts

The AI Client Intelligence Platform trusted by thousands of financial

advisors and leading broker-dealers

Intelligence & productivity from the ground up

Zocks’ own AI architecture captures and enriches client data in real time, delivering insights beyond CRM data, all through purpose-built AI agents specialized for financial workflows.

Built for Wealth Management, financial planning, insurance, and tax

Zocks’ AI architecture is purpose-built for the financial services industry, with dedicated AI agents optimized for capturing and formatting notes, form filling, and workflow automation across wealth management, planning, insurance, and tax use cases.

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Summary
  • 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....

Turn conversations into structured data

Zocks is built to turn unstructured meeting notes into structured, actionable data optimized to help you start and progress through workflows effortlessly.


Beyond  formatting meeting summaries, automating tasks, and drafting emails, Zocks creates structured data for field-level CRM and client record updates, automatically detecting and syncing missing or outdated information into your CRM from all historical data across past meetings, emails, calendar, and connected systems. Utilizing aggregated data, Zocks dynamically builds and maintains client profiles, auto-fills custom forms with a click, and pulls specific client data in seconds.

Summary page showing married couple's task to discuss life insurance benefits

Client profiles beyond the scope of your CRM and wealth stack

Zocks dynamically creates and updates client profiles by collecting, enriching, and syncing custom client data across meeting notes, emails, calendar, and advisor-focused CRMs, and your full wealth stack through seamless integration.


Zocks tracks historical data and changes over time, citing the source and time of data capture, and providing deeper insights for conversion metrics, behavioral analysis, trends in client questions and client segmentation.

Features Client

Get specific information in seconds from Zocks’ AI Assistant

Zocks’ AI Assistant creates meeting summaries, personalizes your draft emails, and allows you to instantly get accurate, detailed answers to any client-related question.


Simply ask anything to pull up-to-date data and historical insights from past conversations, contact information, emails, your CRM, and financial planning system. Zocks cites the source of the information, and directly links the meeting where the data was captured for further review.

AI chatbot interface showing investment portfolio breakdown with total value

Gain deeper client insights and intelligence with Zocks’ Analytics Hub

The Analytics Hub provides deep insights and historical intelligence into your full client servicing motion with client-, advisor-, and practice-level metrics  based on data in Zocks and in connected systems.

Track trends, behaviours, and client engagement data over time to optimize your workflows.

Purple bar graph showing meetings per role for financial and insurance advisors

Tune into your clients with Zocks’ Sentiment Analysis

Zocks’ AI Assistant tracks and scores client sentiment in meetings to reveal reactions to key topics and overall impressions.

Use sentiment analysis to personalize communication, build trust, align plans with emotional comfort levels, monitor retention signals, and uncover trends across clients and teams.

A screenshot of a conversation time line.

How Zocks makes a difference

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

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 are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

Nick Gregory
Nick Gregory
Wealth Engineering Family of Companies

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. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Garrett German
Garrett German
Harvest Wealth Group

At AIC and AAS, we’re committed to being an innovative, forward-thinking partner for our advisors. Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships. The results speak for themselves, and the platform aligns with the high standards we hold across our business.

Jeremy Robson
Jeremy Robson
Ameritas Investment Company and Ameritas Advisory Services

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

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Jared Lorts
Jared Lorts
NorthRock Partners

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

"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

"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 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

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

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 are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

Nick Gregory
Nick Gregory
Wealth Engineering Family of Companies

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. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Garrett German
Garrett German
Harvest Wealth Group

At AIC and AAS, we’re committed to being an innovative, forward-thinking partner for our advisors. Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships. The results speak for themselves, and the platform aligns with the high standards we hold across our business.

Jeremy Robson
Jeremy Robson
Ameritas Investment Company and Ameritas Advisory Services

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

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Jared Lorts
Jared Lorts
NorthRock Partners

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

"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

"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 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

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

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 are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

Nick Gregory
Nick Gregory
Wealth Engineering Family of Companies

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. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Garrett German
Garrett German
Harvest Wealth Group

At AIC and AAS, we’re committed to being an innovative, forward-thinking partner for our advisors. Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships. The results speak for themselves, and the platform aligns with the high standards we hold across our business.

Jeremy Robson
Jeremy Robson
Ameritas Investment Company and Ameritas Advisory Services

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

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Jared Lorts
Jared Lorts
NorthRock Partners

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

"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

"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 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.