Product updates & expert insights

Introducing Client Signals, Zapier automation & more — see what’s new in Zocks!

Document-based prospecting, New Mobile App, RightCapital integration & More — see what’s new in Zocks!

Document Intelligence, Private Meetings, & More — see what’s new in Zocks!

Holistiplan, AdvisorEngine, BlackDiamond & More — see what’s new in Zocks!

Zoom App, Search & Replace, Orion, and more — see what’s new in Zocks!

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

Intelligent email replies, financial planning integration via eMoney, and more — see what’s new in Zocks!

Bob Veres’ article on Zocks, the AI note-taker that queries advisors’ entire tech stack & fills forms.

Sentiment tracking, admin workflows, coaching insights, and more — see what’s new in Zocks!