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Intelligent, data-driven email reply generation, our first financial planning integration via eMoney, and more — see what’s new in Zocks!

Bob Veres' article on Zocks, the AI note-taker that allows financial advisors to query their entire tech stack (including emails) and auto-populates many client forms.

New sentiment tracking, CRM syncs, admin workflows, and coaching insights are here—plus, let’s meet at May events! See what’s new in Zocks.

Amidst the rush to adopt AI technology, many financial advisors worry about an uncomfortable truth: will automation make client relationships feel less personal?

Join us for a live session where we’ll walk you through the Zocks platform, explore pricing and service options, and show you how Zocks can automate your workflows.

Learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.

Discover how Zocks AI platform is transforming wealth management by automating administrative tasks and enhancing client relationships.

Mark Gilbert, Co-founder and CEO of Zocks, discussed how advisors are changing how they work with AI on "The Customer Wins" podcast.

Learn how the Zocks and Wealth.com platforms transform top advisors' workflows with the power of AI.

It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.

The AI Client Intelligence Platform trusted by thousands of financial advisors and leading broker-dealers

As part of our Thought Leaders Webinar series, Mark Friedenthal, Founder & CEO of Tolerisk, and Mark Gilbert, CEO & Co-Founder of Zocks, explored the transformative potential of AI in financial services.

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process.

Zocks CEO Mark Gilbert details how AI enhances client intelligence, streamlines operations and empowers advisors to serve clients better.

Learn ways to leverage AI to transform your client and prospect communications into personalized outreach, saving you hours of time.

Join us for a previously recorded webinar to discover how advisors using Wealthbox and Zocks can automatically create events, notes, and tasks in Wealthbox based on analyzing client meeting conversations–without needing recordings. Learn how this integration enhances productivity and client engagement for in-person and virtual meetings.

Zocks is attending Cambrige Ignite 2025 on August 20-22, National Harbor, Maryland.

Zocks is attending National Index Forum on August 7-8, Chicago, Illinois.

Zocks is attending Life Insurance Summit on June 16-18, Franklin, Tennessee.

Zocks is attending Wealth Management EDGE on June 10-12, Boca Raton, Florida.