.svg)
.svg)
Blog
Expert insights & industry trends
Explore articles and case studies to see how AI supports financial advisor workflows—from note-taking and meeting prep to client communications and beyond—and check out upcoming webinars and events to learn more about Zocks’ Client AI platform.
%20(1).png)
Read more blogs
October 2025 Product Update
Document Intelligence, Private Meetings, & More — see what’s new in Zocks!
October 31, 2025
•
Product Update
September 2025 Product Update
Holistiplan, AdvisorEngine, BlackDiamond & More — see what’s new in Zocks!
September 30, 2025
•
No items found.
%20Feature%20Set.webp)
Oops! No items with this filter
Get started for free in less than 10 minutes
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.
Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis