Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

‍SAN FRANCISCO — September 8, 2025

Zocks, the privacy-first AI assistant for financial services, today announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif. 

The expanded Zocks platform makes it significantly faster for advisors to provide financial advice after client and prospect meetings. By automatically capturing client data from conversations to populate financial planning, onboarding, and proposal systems, advisors can now go from a meeting to a proposed financial plan in less than 10 minutes — a process that often takes days or weeks today.

Zocks also automatically pulls data from connected systems to draft detailed replies to client emails and to surface a client's relevant personal and financial information live during meetings, allowing advisors to quickly provide personalized service. 

For firms, Zocks now turns client information into structured data at the enterprise level, automatically populating their data warehouse, CRM, and account management systems. This allows firms to improve lead conversion, upsell, and cross-sell programs by delivering accurate client information in real time. Policy management, security, and compliance controls ensure this intelligence flows throughout the organization while maintaining data privacy and protection.

New AI Capabilities Streamline Client Onboarding and Service 

The new Zocks capabilities include:

• Zocks Forms: Zocks captures details from conversations, emails, CRM, planning systems, and portfolio management systems to automatically execute intake forms, account openings, policy applications, and other client workflows. This eliminates the back-and-forth data collection that stalls momentum during the critical first days of prospecting and onboarding.
  
  
• Coaching Center: Firms now have real-time visibility into how their top producers handle client meetings and can scale these best practices with Meeting Scorecards. The scorecards rate client meetings across 18 configurable dimensions and against industry benchmarks, which associates can use to learn how to handle client meetings, topics, and next steps like their firm’s top advisors.
  
  
• Zocks Email: When a client emails their advisor, Zocks now pulls the latest data from the client’s conversation history, CRM, financial plan, and portfolio performance and instantly drafts a detailed reply. This shrinks response times down from hours to a few minutes, empowering advisors to service more clients faster.
  
  
• Live Zocks AI Assistant in Zoom: New native app integration with Zoom means client data from other connected systems can be pulled up in real time within the Zoom window during calls. Advisors can instantly answer client questions, see the client’s personal and financial information prepared for the meeting, manage action items, and sync data directly in the Zoom window.

The new Zocks functionality is built on powerful two-way integrations with eMoney, Orion, PreciseFP, and dozens of other essential industry tools. By turning details from conversations and emails into structured data and combining it with client information from these connected systems, Zocks automates client-servicing workflows that previously required time-consuming, manual work.

"We've built Zocks into a comprehensive AI platform that automates front-office administration with industry-leading accuracy, so advisors can deliver more personal service," said Mark Gilbert, CEO of Zocks. “The result is that firms can leverage AI to acquire and serve more clients with the same resources, turn every client conversation into actionable intelligence, and set up new associates for long-term success."

"Zocks has cut my client discovery and onboarding time by 20 percent," said Chris Arnold, Founder and Lead Advisor, CFP®, Refresh Wealth. "It eliminates the need for the client to spend time inputting information in multiple places, so we can spend more time discussing what matters most to them and then implementing the plan."

“We were looking for more than just a tool — we needed a partner with a bold product vision and a roadmap that matched our pace,” said Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory. “Zocks shares that mindset, and that’s what sets them apart.”

More Information and Availability

The next-gen Zocks AI assistant is available now. For more information, visit Zocks at Future Proof (booth #216) and at www.zocks.io. 

About Zocks 

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.