The most accurate AI note-taker for financial advisors

No. Clients don't want sensitive financial conversations recorded. Neither do compliance teams. Zocks transcribes but never records, so there is no recording to archive, supervise or produce in a legal dispute.

Zocks captures and summarizes meetings in English, Dutch, French, German, Hindi, Italian, Japanese, Portuguese, Russian, and Spanish. You can set a client’s preferred language on their contact record or on an individual meeting, and change it during a live meeting if needed. You can also turn on auto-detect, which identifies the language from the first 90 seconds of speech. Follow-up emails are written in the meeting’s language. Multi-Language Support is available on Professional and Ultimate plans.

Your firm's rules run on every meeting automatically: consent, PII redaction, and data retention. Every setting is configurable by geography, line of business, and more. Transcripts flow to Smarsh, Global Relay, ArchiveIntel, or ProofPoint, and Zocks is SOC 2 Type 2 certified. No LLMs hold or train on your data.

Zocks attributes every word to the right person automatically, even when a spouse, adult child, and accountant are all in the room. You don’t have to clean up your notes, manually identify speakers, or worry about the wrong information making its way into your CRM or planning tools.

Only the ones you want. Intelligent Event Filtering lets you define which meetings sync to Zocks and which ones the AI assistant joins — so internal and personal appointments stay out of it.

General-purpose AI note-takers are built to summarize meetings. Zocks is built for the full advisor workflow, from meeting prep to notes to CRM and planning tool updates. It captures structured data without recording and understands wealth management vocabulary. Zocks updates hundreds of individual fields in your systems, so each detail lands where it belongs. And it works both ways. Zocks pulls data back from your CRM, planning tools, and email. These two-way integrations let you automate workflows like client onboarding, account opening, financial plans, and more.

No. Zocks will never take action, like send an email or update your systems, without your approval. You always review, edit if needed, then send or sync with one click.