See what every client conversation is telling your firm
Zocks Conversation Insights surfaces the topics and investment products that come up most, how clients feel about the markets, and which meeting types bring in referrals. See what needs attention across one team or all of your advisors.
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Find the patterns across client conversations
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Know what clients care about most
See which topics come up most across client conversations, from tax planning to fees, and which ones generate the most client questions. Drill into investment products to see which ones clients are discussing, so your advisors are ready for the conversations clients want to have.
See where new business comes from
Zocks tracks held-away assets from first mention to advisor suggestion to client agreement, along with how often advisors ask for referrals and clients give them. Break both down by meeting type to see which conversations bring in new business.
Find what’s driving client concerns
Zocks shows which asset classes clients feel optimistic or cautious about across your firm. Advisors see the same outlook in meeting prep, so they walk in knowing where clients stand.
Track exactly what matters to your firm
Zocks monitors a set of topics by default, and your firm can add its own, like a portfolio strategy or a firm-wide initiative. Then use the data your way: in Zocks, as a CSV export, or in Claude and ChatGPT through Zocks MCP.
FAQs
No. Zocks never records audio or video. Conversation Insights is built from the structured meeting notes Zocks already captures, with the same no-recording architecture as the rest of the platform.
Zocks tracks more than 30 pre-built topics across every meeting, including tax planning, estate planning, Social Security, long-term care, and risk management. You can add up to 5 custom topics for anything specific to your firm.
Owners and Admins. If you run your own practice, that's you. At larger firms, owners and admins see insights across the team and can filter by individual advisors. Enterprise admins see insights across their entire advisor network.
No. Insights build automatically from the meetings Zocks already captures, with no tagging or manual categorization. Custom topics are added in your Insights settings, and referral tracking switches on by adding the referral preset to your meeting types.
Default view shows the past 30 days. Switch to 7 days, 3 months, 6 months, or a full year to see how topics trend over time.
Yes. Every advisor's meeting prep shows insights from the past 30 days, drawn from meetings across your firm, so they know what clients are asking about and which asset classes they feel optimistic about before the next meeting. Owners and Admins also get an Insights Digest email with the firm’s key highlights, delivered Monday mornings on a weekly, biweekly or monthly schedule. Firms can also ask about their Conversation Insights in Claude or ChatGPT through Zocks MCP.
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