The fully configurable AI platform for financial
advisor workflows
From solo advisors to enterprises, Zocks AI-powers client servicing while adapting to your workflows, tech stack, and compliance needs.
The AI Client Intelligence Platform trusted by thousands of financial
advisors and leading broker-dealers
AI-powered client servicing,
customized to your practice
Meetings and outputs tailored to your workflow
Zocks’ meetings and outputs are fully customizable, ensuring that formats and structures match your workflows and communication style.
- 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....
Configurable data capture and retention
Zocks offers self-service options to set data capture and retention preferences at the user, team, or organization level - securely, compliantly, and with you in full control.
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Advanced CRM integration and configuration
Zocks seamlessly integrates with advisor-focused CRMs and your full tech stack. Turning conversations and client records into structured data, Zocks enables out-of-the-box CRM integrations with custom mappings and field-level updates - even for highly customized CRM setups.
Custom form fill
Zocks automatically pulls custom client data from meeting notes, emails, calendar, CRM, and planning systems to fill custom forms.
Custom forms can be assigned to Meeting Types, or created for specialised workflows like estate planning or retirement planning.
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Personalized email templates
Zocks automates client communications with fully customizable email templates tailored to your tone, style and format - saving valuable time and improving client experience.
By pulling real-time and historical data from your notes, CRM, emails, calendar, and planning system, Zocks ensures every message is accurate, relevant, and truly personalized.
Customizable controls
for teams
Zocks gives teams of all sizes full control with customizable user roles, visibility settings, and access controls.
Designed to adapt to workflows of teams of all sizes, Zocks supports structured collaboration, standardization, and secure data access across advisors, assistants, and compliance teams.
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Custom wealth stack integration
Zocks’ Professional Services team is here to help you with personally tailored mappings for seamless integration with your wealth stack. Get started and talk to us to see how Zocks can adapt to your needs.
How Zocks makes a difference
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.
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.
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.
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.
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.
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.
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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