Client relationships
are priceless
Or from $67/month with Zocks. Automate meeting notes, intake forms, client emails, update financial plans & more.

The AI Assistant trusted by thousands of advisors & firms of every size


































Get started with AI
note-taking in 10 minutes


Compare Plans
Find the plan that fits your practice best.
included meetings
$250/year
Contact us to learn more
Contact us to learn more
Contact us to learn more
Contact us to learn more
60/year
resources and set up workflows for team
Contact us to learn more
Everything you need to know
Find answers to the most common questions about our services, features, and pricing—all in one place.
Zocks’ platform and APIs seamlessly integrate with your full tech stack. Zocks currently supports Zoom, Microsoft Teams, and Google Meet for virtual meeting solutions, advisor-focused CRM solutions Salesforce and several Salesforce Overlays, HubSpot, Redtail, and Wealthbox CRM Solutions, and personal mobile numbers, landlines, office phones with shared call-out numbers, VOIP, and UCaaS solutions like RingCentral and Zoom Phone for calling solutions.
Check out all our integrations - with a lot more to come!
Yes, Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed. Our mobile app for both iOS and Android has been designed specifically for this use case.
Zocks' proprietary custom AI stack is also uniquely efficient in accurately identifying speakers and assigning note sections to the right contacts and colleagues from both in-person, virtual, and phone meetings, even from a shared audio source.
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. With built-in safeguards and fine-grained access control for firms of all sizes, you maintain full ownership over your data.
Find out more on our Privacy and Security page.
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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