Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

San Francisco, CA, June 2, 2025 ‍

Zocks, the AI Meeting Assistant built for financial advisors, has announced its new integration with Zinnia SmartOffice, delivering a fully customizable solution to eliminate manual CRM work and automate meeting notes, intake forms, client emails & more.

This integration brings powerful automation to every step of the client relationship. Zocks prepares advisors for meetings in seconds by generating proposed agendas, summaries, and email drafts based on SmartOffice data, past notes, and inbox activity. Zocks captures accurate, compliant notes from in-person, virtual, and phone conversations—without recording—and syncs them directly into SmartOffice contacts or households. Action items and tasks are automatically created and assigned, while all relevant data, from emails to calendar events, is structured and synced to ensure CRM records are always up-to-date.

With customizable controls, SmartOffice users can tailor contact syncs by tags or status, map custom fields, and manage visibility with confidence. 

Zocks’ AI platform also allows advisors to instantly surface deeper insights by pulling and enriching client data from across their digital stack, including historical conversations, calendar entries, and CRM fields.

SmartOffice’s decades-long legacy in CRM and agency management now connects seamlessly with Zocks’ AI, helping financial advisors save time, reduce manual work, and stay compliant—without changing how they work.

For more information about Zocks and the SmartOffice integration, visit www.zocks.io/crms/smartoffice.

About Zocks

Zocks is the AI assistant for financial advisors. The company’s platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit zocks.io.

About Zinnia SmartOffice

The choice for thousands of Financial Advisors and Insurance Agents, Smart Office has been providing CRM & Agency Management solutions for nearly 30 Years. To learn more, visit smartofficecrm.com.