The AI platform for efficient team collaboration
Zocks was built from the ground up to automate client servicing workflows-from sharing notes to delegating tasks or managing multiple inboxes-with team functionality, and standardization controls at its core.
The AI Client Intelligence Platform trusted by thousands
of financial advisors and leading broker-dealers
Zocks is built for
teams of all sizes
Zocks automates financial advisor workflows and task management while ensuring unrivaled access, customization, standardization, and control across teams of all sizes—whether you're working with paraplanners, associate advisors, client service teams, or multiple advisors.
Team-based access, sharing and commenting
Zocks keeps your team aligned and productive with secure, configurable visibility and access across team members.
Customizable user roles and visibility
Zocks adapts to your organization and workflows with multiple levels of user roles and fine-grained access control, configurable at the user, team, and enterprise levels.
Define roles and access permissions to create structured workflows, ensure security, and maintain control over your data and across your team.
Standardized workflows tailored to your practice
Zocks ensures meeting outputs, forms, and emails are fully customizable to match your firm’s workflows, structure, and communication style to maintain consistency across teams.
To maintain the personal touch and ensure the highest level of client servicing, Zocks users can adjust templates to match their personal style.
Smart task delegation
Zocks automatically identifies and syncs action items across meeting notes, emails, and your CRM, supporting workflows of assistants and multi-advisor teams. Add, edit, and delegate tasks to team members, and kick off workflows with a click.
Fine-grained controls for firms of all sizes
Zocks connects to any firm and enterprise use case with fine-grained access control, organizational hierarchies with parent-child relationships, dashboards, reporting metrics, and secure API management.
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How Zocks makes a difference
"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’ 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 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.
"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’ 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 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.
"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’ 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 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.
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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