Expert insights & industry trends

Coaching, Live Meeting Experience, native Outlook plugin, and more — see what’s new in Zocks!

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?

As artificial intelligence transforms how today’s advisors operate, the intersection of innovation and regulation presents both significant challenges and remarkable opportunities for forward-thinking firms.

Spring is here, and so are some amazing updates from Zocks! We’ve been hard at work to bring you new features and improvements to make your experience even better.

AI note-taking is a game changer for financial advisors – however, not all note-takers are equal. Here's what you should know about how it works, what influences quality and makes the best AI note-taker.

Zocks' February update introduces AI-powered Client Profiles, Formfill automation, Zoho CRM integration, AI-generated meeting titles, PDF export, Redtail workflow triggers, and custom task due dates.