Schedule a demo
Schedule a call with us to learn more about Zocks.

Plans & Pricing

Save 2 months with annual plans over monthly
Best for solo professionals and small teams looking to speed up meeting processing
Price monthly / user
save 2 months over monthly plans
Best for professionals with larger teams and more complex needs who are looking to speed up meeting processing
Price monthly / user
save 2 months over monthly plans
due today
Price monthly / user
What’s included
Compare Plans
Review the top features that are included in each plan below.
Sign up
Contact us
Sign up
Contact us
Number of meetings
Talk to us
Additional price per meeting beyond included meetings
Talk to us
Maximum number of presets in a meeting type
Talk to us
Data privacy and protection
Meeting processing without recording
Data stored in your home country
Custom data retention policy
Data storage in custom security context
Microsoft Teams
Google Meet
In-Person meetings
Upload meeting recordings
Meeting result sharing
Assistant seat for free
User Level Intelligence customization
Fine grained access control for sharing
Team analytics dashboard
API access
Custom user roles
Custom team analytics dashboard

Frequently Asked Questions

Do I need a credit card to get started?
No, you don't need a credit card to begin using Zocks. There's a free plan that allows for up to 5 meetings.
How secure is Zocks?
Zocks prioritizes privacy and security, holding a SOC 2 Type 2 Certification. We offer data residency control and have undergone successful audits by market-leading dealers. Find more information on our Security page.
Is there a limit to the meeting duration?
Zocks does not impose limits on meeting duration. Whether it’s a 20-minute or 2-hour meeting, it counts as one meeting.
Can I use Zocks for my in-person meetings?
Yes, our mobile app for both iOS and Android has been designed specifically for this use case.
Can I invite my assistant?
Yes, in the Professional Plan, you can invite your assistant at no extra cost.
What languages does Zocks support?
Zocks currently supports English. French and Spanish language support are in development and will be available soon.
What integrations does Zocks support?
Zocks currently supports Zoom. Integrations with Microsoft Teams and Google Meet are in development and will be available soon.
Can I access Zocks on mobile devices?
Yes, Zocks is accessible via our mobile app for both iOS and Android devices.
How do I set up Zocks? Does it require any technical skills?
Getting started with Zocks is incredibly simple and intuitive, requiring no specific technical skills.
Zocks is the trusted platform for wealth managers
Spend less time wrangling your notes
- and more time servicing your clients
“I’ve used several other AI tools, but Zocks is the only one that processes financial advice conversations in a way that truly saves time. Zocks both creates concise and useful meeting summaries and builds client-ready meeting summary.”
Brian O'Neill
Financial Advisor, Winged Wealth Management
"I was initially drawn to Zocks because of its commitment to data security. What keeps me a long-term customer is its commitment to accuracy and useful information that not only saves time but helps deliver even more value for our clients.”
Doug Oosterhart
CFP, Life Point Planning
“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
Seth Sanborn
Financial Advisor, Legacy Financial Advisors
"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me.  With Zocks, I simply review and edit the generated e-mail and send off to the client.  It is saving me significant time.  In addition, meeting notes are easily dropped into our CRM.  I have been needing something like this for a very long time!"
Jason Odette
Partner and IAT, Vitalstone Financial
“It’s the best tech for advisors – ever.
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance.  Win Win Win.”
Geoff Kanner
Certified Financial Planner, Kanner Financial
It’s time to automate your financial note taking