Zocks now integrates with Orion Portfolio Solutions. Learn more
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Focus on what matters most: your clients
Let Zocks handle your admin work
Essentials
Capture notes without recordings & free up time to focus on clients
$67
per user/month (billed annually)
Key features:
Meeting preparation
AI Note-taking
CRM integration
Financial planning integration
Portfolio management integration
Pre-meeting and follow-up emails
Unlimited meetings
Professional
Most popular
Automate meeting & other client workflows across your firm
$117
per user/month (billed annually)
Everything in Essentials and more:
Automatically fill out forms
Reporting and analytics
Client profiles
Advisor coaching center
Team collaboration & sharing
Dedicated admin assistant seats
Premium support
1 AI training session
Ultimate
Automate advanced client servicing workflows at scale
$184
per user/month (billed annually)
Everything in Professional and more:
Automatically write replies to client emails
Identify opportunities in your book
of business
coming soon
Automatically schedule meetings,
create client reports and more
coming soon
3 AI training sessions
Essentials
Capture notes without recordings & free up time to focus on clients
$80
per user/month (billed monthly)
Key features:
Meeting preparation
AI Note-taking
CRM integration
Financial planning integration
Portfolio management integration
Pre-meeting and follow-up emails
Unlimited meetings
Professional
Most popular
Automate meeting & other client workflows across your firm
$140
per user/month (billed monthly)
Everything in Essentials and more:
Automatically fill out forms
Reporting and analytics
Client profiles
Advisor coaching center
Team collaboration & sharing
Dedicated admin assistant seats
Premium support
1 AI training session
Ultimate
Automate advanced client servicing workflows at scale
$220
per user/month (billed monthly)
Everything in Professional and more:
Automatically write replies to client emails
Identify opportunities in your book
of business
coming soon
Automatically schedule meetings,
create client reports and more
coming soon
3 AI training sessions
Enterprise Platform
Roll out to thousands of advisors, set custom policies across your organization, integrate with custom systems & get the client data you need to grow AUM.
Compare Plans
Essentials
Professional
Ultimate
Features
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Zocks Meetings
Automate your meeting prep, notes, CRM/planning updates & more
AI meeting notes (virtual, in-person & phone meetings)
Automated client meeting prep & draft client email
Automatically update CRM notes, profiles, tasks & workflows
Automatically update financial planning & portfolio systems
Automatically writes client follow-up email based on your tone & template
Zocks Forms
Automatically fill out intake, fact finder, account forms & more
Automatically fill out forms based on client conversations
Automatically fill out forms for any client based on CRM, planning, email & other connected systems
Supports standard (eMoney Fact Finder, account opening, intake) & your custom forms
Automatically connect form results to CRM & other business workflows
Zocks Email
Automatically write detailed replies to client emails
Automatically writes client follow-up email based on your tone & template
Automatically writes replies to client emails in your tone of voice
AI-based email categorization & templates
Customize templates to your firm’s existing workflows
Zocks Insights
Get detailed reporting on your client conversations
Meeting & ROI analytics
Client analytics
Team or firm-wide analytics
CRM, Planning & Portfolio System Integration
Automatically update your CRM, portfolio & planning systems
Auto-sync meeting notes & action items
Leverage system data for meeting prep
Automatically fill out intake, fact finder & onboarding forms
Leverage system data for email replies
Detects changes & updates client data based on meetings
Assign tasks & trigger workflows
Integrate with custom CRMs & proprietary systems
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Coaching Center
Get every advisor to handle meetings like your top advisors
Meeting scorecard highlighting strengths, areas to improve &client sentiment
Client Profiles
Capture detailed client data, see it change over time & sync it with your core systems
Detailed personal & financial information on each client automatically created from your conversations
See how goals change over time & search for key properties across your clients
Automatically updated with new conversations & updates to connected systems
AI Assistant
Instantly get answers about your clients
Ask any question about your clients & get answers across all connected systems
Update notes, data & emails with one simple request
Find exact quotes from past conversations
Citations & traceability for AI responses across your systems
Data Access
Platform-wide PDF & CSV export
Volume
Number of meetings
Unlimited
Unlimited
Unlimited
Team Collaboration
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Admin Assistant Features
Dedicated admin assistant seat
$25/mo
$25/mo
Number of meetings for admin assistants
5/mo
5/mo
Admin assistant can set up team workflows
Advanced filtering for multiple advisors & teams
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Team Management
Team management & user roles
Custom meeting & contact sharing
Team based template & form configuration
Configurations set at the individual, team or line of business level
Integrations
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Meeting Integrations
Zoom
Microsoft Teams
Google Meet
Webex
Upload meeting recordings
.svg)
Phone Integrations
Mobile
Landline
Shared landline
VoIP or UCaaS solutions
CRM Integrations
HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
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Financial Planning Integrations
eMoney
Forms & Onboarding Integrations
PreciseFP
Portfolio Management & Reporting Integrations
Orion
Email Integrations
Microsoft Outlook
Gmail
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Calendar Integrations
Outlook calendar
Google calendar
CRM-based calendar
Archive Integrations
API & Data Based Integrations
Suite of REST APIs for headless integration with custom systems
Privacy, Security & Compliance
Data Privacy & Security
No meeting recordings
Multi-Factor Authentication (MFA) - account & firm policies
Data stored in the US
Customizable data retention policies
Single Sign-On (SSO) & Security Assertion Markup Language (SAML)
Data storage in custom security context or geography
Compliance & Supervision
Citation & references
Explainer feature
Configurable client consent notices & tracking
Customizable Personally Identifiable Information (PII) redaction
Transcript & meeting result archiving
Support
Zocks Support
Standard
Premium
Plan type
Features
Zocks Meetings
Automate your meeting prep, notes, CRM/planning updates & more
AI note-taking from virtual, in-person and phone meetings
Automated client meeting prep & draft client email
Automatically update CRM notes, profiles, tasks & workflows
Automatically update financial planning & portfolio systems
Automatically writes client follow-up email based on your tone & template
Zocks Forms
Automatically fill out intake, fact finder, account forms & more
Automatically fill out forms based on client conversations
Automatically fill out forms for any client based on CRM, planning, email & other connected systems
Supports standard (eMoney Fact Finder, account opening, intake) & your custom forms
Automatically connect form results to CRM & other business workflows
Zocks Email
Automatically write detailed replies to client emails
Automatically writes client follow-up email based on your tone & template
Automatically writes replies to client emails in your tone of voice
AI-based email categorization & templates
Customize templates to your firm’s existing workflows
Zocks Insights
Get detailed reporting on your client conversations
Meeting & ROI analytics
Client analytics
Team or firm-wide analytics
CRM, Planning & Portfolio System Integration
Automatically update your CRM, portfolio & planning systems
Auto-sync meeting notes & action items
Leverage system data for meeting prep
Automatically fill out intake, fact finder & onboarding forms
Leverage system data for email replies
Detects changes & updates client data based on meetings
Assign tasks & trigger workflows
Integrate with custom CRMs & proprietary systems
Coaching Center
Get every advisor to handle meetings like your top advisors
Meeting scorecard highlighting strengths, areas to improve &client sentiment
Client Profiles
Capture detailed client data, see it change over time & sync it with your core systems
Detailed personal & financial information on each client automatically created from your conversations
See how goals change over time & search for key properties across your clients
Automatically updated with new conversations & updates to connected systems
AI Assistant
Instantly get answers about your clients
Ask any question about your clients & get answers across all connected systems
Update notes, data & emails with one simple request
Find exact quotes from past conversations
Citations & traceability for AI responses across your systems
Data Access
Platform-wide PDF & CSV export
Volume
Number of meetings
Unlimited
Team Collaboration
Admin Assistant Features
Dedicated admin assistant seat
Number of meetings for admin assistants
Admin assistant can set up team workflows
Advanced filtering for multiple advisors & teams
Team Management
Team management & user roles
Custom meeting & contact sharing
Team based template & form configuration
Configurations set at the individual, team or line of business level
Integrations
Meeting Integrations
Zoom
Microsoft Teams
Google Meet
Webex
Upload meeting recordings
Phone Integrations
Mobile
Landline
Shared landline
VoIP or UCaaS solutions
CRM Integrations
HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Financial Planning Integrations
eMoney
Forms & Onboarding Integrations
PreciseFP
Portfolio Management & Reporting Integrations
Orion
Email Integrations
Microsoft Outlook
Gmail
Calendar Integrations
Outlook calendar
Google calendar
CRM-based calendar
Archive Integrations
Smarsh
Proofpoint
Global Relay
Alternative archive
API & Data Based Integrations
Suite of REST APIs for headless integration with custom systems
Privacy, Security & Compliance
Data Privacy & Security
No meeting recordings
Multi-Factor Authentication (MFA) - account & firm policies
Data stored in the US
Customizable data retention policies
Single Sign-On (SSO) & Security Assertion Markup Language (SAML)
Data storage in custom security context or geography
Contact us
Compliance & Supervision
Citation & references
Explainer feature
Configurable client consent notices & tracking
Customizable Personally Identifiable Information (PII) redaction
Transcript & meeting result archiving
Support
Zocks Support
Standard
Premium
Features
Zocks Meetings
Automate your meeting prep, notes, CRM/planning updates & more
AI note-taking from virtual, in-person and phone meetings
Automated client meeting prep & draft client email
Automatically update CRM notes, profiles, tasks & workflows
Automatically update financial planning & portfolio systems
Automatically writes client follow-up email based on your tone & template
Zocks Forms
Automatically fill out intake, fact finder, account forms & more
Automatically fill out forms based on client conversations
Automatically fill out forms for any client based on CRM, planning, email & other connected systems
Supports standard (eMoney Fact Finder, account opening, intake) & your custom forms
Automatically connect form results to CRM & other business workflows
Zocks Email
Automatically write detailed replies to client emails
Automatically writes client follow-up email based on your tone & template
Automatically writes replies to client emails in your tone of voice
AI-based email categorization & templates
Customize templates to your firm’s existing workflows
Zocks Insights
Get detailed reporting on your client conversations
Meeting & ROI analytics
Client analytics
Team or firm-wide analytics
CRM, Planning & Portfolio System Integration
Automatically update your CRM, portfolio & planning systems
Auto-sync meeting notes & action items
Leverage system data for meeting prep
Automatically fill out intake, fact finder & onboarding forms
Leverage system data for email replies
Detects changes & updates client data based on meetings
Assign tasks & trigger workflows
Integrate with custom CRMs & proprietary systems
Coaching Center
Get every advisor to handle meetings like your top advisors
Meeting scorecard highlighting strengths, areas to improve & client sentiment
Client Profiles
Capture detailed client data, see it change over time & sync it with your core systems
Detailed personal & financial information on each client automatically created from your conversations
See how goals change over time & search for key properties across your clients
Automatically updated with new conversations & updates to connected systems
AI Assistant
Instantly get answers about your clients
Ask any question about your clients & get answers across all connected systems
Update notes, data & emails with one simple request
Find exact quotes from past conversations
Citations & traceability for AI responses across your systems
Data Access
Platform-wide PDF & CSV export
Volume
Number of meetings
Unlimited
Team Collaboration
Admin Assistant Features
Dedicated admin assistant seat
$25/mo
Number of meetings for admin assistants
5/mo
Admin assistant can set up team workflows
Advanced filtering for multiple advisors & teams
Team Management
Team management & user roles
Custom meeting & contact sharing
Team based template & form configuration
Configurations set at the individual, team or line of business level
Integrations
Meeting Integrations
Zoom
Microsoft Teams
Google Meet
Webex
Upload meeting recordings
Phone Integrations
Mobile
Landline
Shared landline
VoIP or UCaaS solutions
CRM Integrations
HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Financial Planning Integrations
eMoney
Forms & Onboarding Integrations
PreciseFP
Portfolio Management & Reporting Integrations
Orion
Email Integrations
Microsoft Outlook
Gmail
Calendar Integrations
Outlook calendar
Google calendar
CRM-based calendar
Archive Integrations
API & Data Based Integrations
Contact us
Suite of REST APIs for headless integration with custom systems
Privacy, Security & Compliance
Data Privacy & Security
No meeting recordings
Multi-Factor Authentication (MFA) - account & firm policies
Data stored in the US
Customizable data retention policies
Single Sign-On (SSO) & Security Assertion Markup Language (SAML)
Data storage in custom security context or geography
Contact us
Compliance & Supervision
Citation & references
Explainer feature
Configurable client consent notices & tracking
Customizable Personally Identifiable Information (PII) redaction
Transcript & meeting result archiving
Support
Zocks Support
Standard
Premium
Features
Zocks Meetings
Automate your meeting prep, notes, CRM/planning updates & more
AI note-taking from virtual, in-person and phone meetings
Automated client meeting prep & draft client email
Automatically update CRM notes, profiles, tasks & workflows
Automatically update financial planning & portfolio systems
Automatically writes client follow-up email based on your tone & template
Zocks Forms
Automatically fill out intake, fact finder, account forms & more
Automatically fill out forms based on client conversations
Automatically fill out forms for any client based on CRM, planning, email & other connected systems
Supports standard (eMoney Fact Finder, account opening, intake) & your custom forms
Automatically connect form results to CRM & other business workflows
Zocks Email
Automatically write detailed replies to client emails
Automatically writes client follow-up email based on your tone & template
Automatically writes replies to client emails in your tone of voice
AI-based email categorization & templates
Customize templates to your firm’s existing workflows
Zocks Insights
Get detailed reporting on your client conversations
Meeting & ROI analytics
Client analytics
Team or firm-wide analytics
CRM, Planning & Portfolio System Integration
Automatically update your CRM, portfolio & planning systems
Auto-sync meeting notes & action items
Leverage system data for meeting prep
Automatically fill out intake, fact finder & onboarding forms
Leverage system data for email replies
Detects changes & updates client data based on meetings
Assign tasks & trigger workflows
Integrate with custom CRMs & proprietary systems
Coaching Center
Get every advisor to handle meetings like your top advisors
Meeting scorecard highlighting strengths, areas to improve &client sentiment
Client Profiles
Capture detailed client data, see it change over time & sync it with your core systems
Detailed personal & financial information on each client automatically created from your conversations
See how goals change over time & search for key properties across your clients
Automatically updated with new conversations & updates to connected systems
AI Assistant
Instantly get answers about your clients
Ask any question about your clients & get answers across all connected systems
Update notes, data & emails with one simple request
Find exact quotes from past conversations
Citations & traceability for AI responses across your systems
Data Access
Platform-wide PDF & CSV export
Volume
Number of meetings
Unlimited
Team Collaboration
Admin Assistant Features
Dedicated admin assistant seat
$25/mo
Number of meetings for admin assistants
5/mo
Admin assistant can set up team workflows
Advanced filtering for multiple advisors & teams
Team Management
Team management & user roles
Custom meeting & contact sharing
Team based template & form configuration
Configurations set at the individual, team or line of business level
Integrations
Meeting Integrations
Zoom
Microsoft Teams
Google Meet
Webex
Upload meeting recordings
Phone Integrations
Mobile
Landline
Shared landline
VoIP or UCaaS solutions
CRM Integrations
HubSpot
Microsoft Dynamics 365
Practifi
Redtail
Salesforce
SmartOffice
Wealthbox
XLR8
AdvisorEngine
LeadCenter.ai
Financial Planning Integrations
eMoney
Forms & Onboarding Integrations
PreciseFP
Portfolio Management & Reporting Integrations
Orion
Email Integrations
Microsoft Outlook
Gmail
Calendar Integrations
Outlook calendar
Google calendar
CRM-based calendar
Archive Integrations
API & Data Based Integrations
Suite of REST APIs for headless integration with custom systems
Contact us
Privacy, Security & Compliance
Data Privacy & Security
No meeting recordings
Multi-Factor Authentication (MFA) - account & firm policies
Data stored in the US
Customizable data retention policies
Single Sign-On (SSO) & Security Assertion Markup Language (SAML)
Data storage in custom security context or geography
Contact us
Compliance & Supervision
Citation & references
Explainer feature
Configurable client consent notices & tracking
Customizable Personally Identifiable Information (PII) redaction
Transcript & meeting result archiving
Support
Zocks Support
Standard
Premium
Trusted by thousands of advisors & firms of every size
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“When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice.”
Michael Kelly
Reach Strategic Wealth
Frequently asked questions
Can I access Zocks on mobile devices?
Yes, Zocks is accessible via our mobile app for both iOS and Android devices.
What languages does Zocks support?
Zocks currently supports English. French and Spanish language support are in development and will be available soon.
Can I connect Zocks to compliance archiving services?
Yes, Zocks integrates with leading archives (like Smarsh, Global Relay and Proofpoint) so you can archive and supervise transcripts the same way you handle emails.
Can I use Zocks during phone calls?
Yes, Zocks capture notes from any phone call - whether you are using a personal mobile, landline, shared landline, or any VoIP, or UCaaS solution.
Can I use Zocks for my in-person meetings?
Yes. Zocks works seamlessly for in-person conversations using both our desktop platform and mobile app (iOS and Android). The mobile app is designed specifically for in-person meetings, so you won’t miss a detail.
Our proprietary AI accurately identifies speakers and organizes notes by person—even when multiple people are talking in the same room. This works across in-person, virtual, and phone meetings, giving you clean, structured notes every time.
Is there a limit to the meeting duration?
No. Unlike other AI meeting tools and note-takers that cap how many meetings you can have each month, Zocks places no limits.
How secure is Zocks?
Zocks is SOC 2 Type II certified and routinely passes rigorous security reviews from some of the largest financial services institutions. We give firms full control over data residency, ownership, and access, with built-in safeguards and granular permissions to protect sensitive information at every level. For more information, please contact us. We’re happy to review our privacy, security and compliance controls in detail with your team.
Do I need a credit card to get started?
Yes, a credit card is required to start a free trial with Zocks.
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.
Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis