Spend more time with the right clients
Built specifically for advisors, Zocks’ AI platform automates note-taking and admin, while also providing actionable coaching tips for advisors and tracking performance at scale for firms of all sizes.
Assess meeting quality and effectiveness
After capturing meetings with unmatched accuracy, Zocks evaluates client meetings with Scheduling, Engagement, and Workflow Scores based on industry research and proven sales coaching standards.
Deliver more impactful, client-focused conversations with Zocks highlighting strengths and providing actionable tips for improvement.
Track and improve team performance at scale
Zocks provides scalable performance tracking with workflow metrics and usage data across teams and entire firms.
Identify top performing advisors and standout meetings, and train your team with instant, data-backed feedback, without having to review meetings manually.
Gain deeper client conversation insights
Track talk time, conversation topics mentioned, and gain historical intelligence into your full client servicing motion with client-, advisor-, and practice-level metrics based on data captured by Zocks and connected systems.
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Tune into your clients with Zocks’ Sentiment Analysis
Zocks’ AI Assistant tracks and scores client sentiment in meetings to reveal reactions to key topics and overall impressions.
Use sentiment analysis to personalize communication, build trust, align plans with emotional comfort levels, monitor retention signals, and uncover trends across clients and teams.
Save 10+ hours a week by automating all admin work
In addition to note-taking and meeting admin, Zocks also automates forms, CRM and wealth tech updates, client emails & more, so that advisors can spend more time on building relationships.
Get started with Zocks AI
Talk to our Product Experts!
Book a more personalized walkthrough with our Product Experts for a later time where we can go into more detail on how Zocks can help your practice.
