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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.
Trusted by thousands of advisors and firms of every size
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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.
Get started for free in less than 10 minutes
