The privacy-first AI platform for financial enterprises

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.

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.

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.

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.

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.

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.

"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."

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.

"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."

"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."

“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.”

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.

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.

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.

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.

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.

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.

"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."

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.

"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."

"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."

“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.”

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.

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.

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.

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.

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.

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.

"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."

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.

"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."

"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."

“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.”