Unlock insights & stay ahead

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?

Zocks is attending Wealth Management EDGE on June 10-12, Boca Raton, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks is attending United Planners 2025 Connect National Conference on June 3-5, Phoenix, Arizona. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks is attending INSITE25 on June 3-5, National Harbor, Maryland. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks is attending SYNERGY2025 on May 27-30, Tampa, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.