New Website. The Redesign Story.

Since launching in February 2024, Zocks has evolved from an AI note-taker into a meeting assistant that saves advisors 8+ hours a week by automating their meeting notes, intake forms, client emails & much more. Today, Zocks is used by thousands of advisors and is trusted by leading firms including Osaic, Carson Group, RFG Advisory and more. 

The new website offers a space to introduce the continuously expanding features, capabilities, and integrations of the Zocks platform and app.

Zocks goes way beyond note-taking: it turns client conversations into actionable data, automates every stage of client servicing from meeting prep to form filling, CRM updates, drafting client emails, and builds intelligent client profiles that provide deeper insights and historical intelligence beyond the scope of advisors’ wealth stacks.

Here are some of the highlights of the past few months - with much more to come!

• AI-powered form fill and custom data sheets, connected to Meeting Types to support your new client intake and onboarding flows, or use on-demand to enroll existing clients in new workflows or collect missing information.
• Enhanced Client Profiles, dynamically created and automatically updated from connected CRM system and email threads, with data source citation and field-level history.
• Deeper  insights and historical intelligence with client-, advisor-, and practice-level metrics based on data in Zocks and connected systems.
• Sentiment Analysis, revealing clients’ reactions to key topics and overall impressions during meetings.‍
• New CRM Integrations with out-of-the-box smart defaults and custom mappings, including Practifi, Hubspot, and Microsoft Dynamics 365.‍
• Training and coaching insights to identify patterns and best practices of top performing advisors.

Backed by more than $19 million in funding, Zocks continues its rapid growth and momentum with constantly evolving features and a secure, scalable platform that adapts to the needs of modern advisory firms. 

Start exploring the new Zocks website and learn more about our AI platform now!

Get an overview of our platform

• Zocks for enterprise
• Client insights and intelligence
• Teams and collaboration
• Customization
• Privacy and security
• Compliance
• ROI

Learn more about our features

• Note-taking‍
• Meeting preparation
• Form fill
• Client emails
• CRM integration
• Client profile management

‍

Explore our integrations  

• Meetings
• CRMs
• Email integration
• Calendar integration

Check out our case study with Carson Group

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence