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.

Salesforce user management dashboard with active users and contact details

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.

Record Line Base
Record Line Fill
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....
For your whole team
Admins can set firm-wide meeting presets for consistency.
For specific  team members
Admins can configure settings to match individual roles.
For yourself
Users and admins can personalize AI-generated outputs for their own workflow needs.
Captured sessions data
Meeting
Transcription
Result
Delete data

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.

Client list with active status and email addresses from various platforms

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 CRM integrations
Create custom CRM integrations to automate tasks, ensure compliance, and boost client experience.
Custom Object Mapping for CRM
Support custom CRM data objects to track compliance and improve client insights.
Two-way data flows
Syncs both ways — Zocks updates and enriches client records for deeper visibility.

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.

A picture of a person's name and a picture of a person's.

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.

Ask Zocks AI interface showing email draft and chat conversation

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.

A screenshot of a user's log in a user's log.

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.

A purple circle with several different logos around it.

How Zocks makes a difference

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

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

"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 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

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 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

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

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

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

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

Neal Watson
Neal Watson
Commonwealth Financial Services

With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!

Jason Odette
Jason Odette
Partner and IAT, Vitalstone Financial

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

Michael Kelly, CFA, CFP
Michael Kelly, CFA, CFP
Partner & Chief Investment Officer Reach Strategic Wealth

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Michelle Kuehner
Michelle Kuehner
Personal Money Planning

Adding Zocks to our tech stack has revolutionized our meeting note-taking process, streamlining it to a few effortless steps. By automating the note-taking task, we can now devote our full attention to actively listening to our clients during meetings. This shift allows us to truly engage with our clients, understanding their needs and concerns more deeply.

Trevor Hodges
Trevor Hodges
Sax Wealth Advisors

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Jennifer Odom
Jennifer Odom
Chastain Wealth Management

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

"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 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

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 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

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

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

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.