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The privacy-first AI platform for financial services
AI is an unprecedented opportunity to increase advisor productivity. With Zocks, you have all the privacy, security, reporting and controls you need to deploy it across your organization.
Trusted by the industry’s top firms
Why Zocks?
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Increase advisor productivity
Serve more households and capture more opportunities from tier 2 and 3 clients
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Get the client data you need to grow AUM
Turn client conversations into data, then use it to improve lead conversion, upsell and cross-sell programs
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Recruit & retain more advisors
Give advisors AI to acquire more clients, capture more assets and scale their practices
Manage a world-class AI program, at any scale
Get the most integrated AI platform in financial services
Out of the box email, CRM, planning, portfolio, tax and other integrations
Rich APIs, data lake and enterprise integration patterns to work with your systems
Easily integrate with your custom systems, regardless of the language they’re written in
Simplify deployment with scalable user management controls
Automatically create, organize and manage users across your enterprise
Directory integration (LDAP) maps your organization's hierarchy to policies in Zocks
Ensure people have access to the exact capabilities they need, but no more
Report on deployment, license usage and more
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Know your clients like never before
See ROI, time saved, how your clients are changing, client questions and answers, sentiment analysis, and more
Customizable dashboarding in Zocks to visualize data or deliver structured client data into your data lake
View key metrics across a team, division, line of business, geography or entire firm
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Learn from your best advisors
Real time scorecards on how your best advisors handle meetings, topics, and more
See strengths and weaknesses across associates and new advisors to get everyone working like your top advisor
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Get the most policy configuration settings in the industry
Configure data capture, retention, PII, approved integrations, access control and more
Set individual policies for each line of business, office, or corporate organization
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Ready to empower your advisors?
Use the calendar to schedule time with one of our product experts. We’ll show you the platform, explore use cases for your team and help your firm get started.
