AI Assistant

Zocks closes Series A round with a total of $19.5M to empower advisory firms

Revamp your meetings, CRM integration, and client communications.

Create meeting summaries tailored to your exact needs with Zocks’ AI-powered assistance. Leverage cutting-edge AI Agents that optimize your workflows without the need for customization.

Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity

"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."

Michelle Kuehner,

Personal Money Planning

Upgraded Intelligence Presets and Meeting Outputs

Based on customer feedback and results from testing performance we created presets designed specifically for financial advisors by fine-tuning financial facts & personal info for better insights, improved accuracy and relevance for life events tracking and including more precise and actionable follow-ups.

Ready to have your socks knocked off by Zocks?

Get started for free in less than 10 minutes

Get started with a 30 day free trial. 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.

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AI Assistant focused on your most important Zocks workflows

Transform your client interactions with our advanced AI Assistant designed to streamline your work effortlessly

Revamp your meetings, CRM integration, and client communications.

Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity

Upgraded Intelligence Presets and Meeting Outputs

Get started for free in less than 10 minutes