Give clients answers, faster
Zocks Ask Anything searches across meetings, emails, planning tools, and CRM to find the client information you need in seconds.
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The answers you need, one question away
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Ask questions in your own words
Ask your AI assistant questions like “What did we agree to follow up on?”, “Did this client offer an introduction?”, or “What’s the total tax liability on their last return?” so you can answer any client question with the full picture.
Get answers you can verify
Every answer includes a citation to its sources, whether it’s a meeting, CRM record, or connected system. Ask about a specific figure, date, or detail in a tax return or contract, and Zocks finds it for you, without reopening the file.
Turn answers into actions with one request
Ask Zocks to update a client note, revise a follow-up email, or change a client's address or beneficiary details across connected systems, all in one request.
Give your teams answers without interrupting the advisor
Operations, trading, and compliance teams can ask their AI assistant about client conversations and get the information they need, from confirming a discussed wire amount to checking a client’s stated risk tolerance.
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FAQs
Ask anything about a client or meeting, including:
- “What did we discuss about their retirement timeline?”
- “What wire amount was mentioned?”
- “Which goals came up in the last three meetings?”
Zocks searches your full client history and returns a cited answer in seconds.
Every source Zocks has access to: past meetings, client emails, your CRM, and connected planning tools, and custodian data like Schwab balances and positions. The more systems connected, the broader the answer.
Yes. Every response includes a citation pointing back to the exact meeting, email, or record the answer came from, so you know exactly where the information originated.
Anyone at the firm with Zocks access — advisors, ops, compliance, and trading teams. No special setup required. It works out of the box on every plan.
Ask Anything answers questions about a specific client or meeting — ideal for getting context fast before a call or pulling a detail from a past conversation. Client Queries searches across your entire book to find which clients match a condition, like which clients have held-away assets or haven’t been contacted in 90 days.
Yes. Ask Zocks to update a client note, adjust an action item, or revise a follow-up email, and it happens in one request. No need to navigate each system separately.
Get started for free in less than 10 minutes
