Product updates & expert insights

Phone call support, enhanced meeting summaries, AI email reply agent, and more — see what’s new in Zocks!

Introducing Zocks 2.0 with new AI Agents, enhanced CRM integrations, and email-based transcript archiving.

Zocks offers seamless collaboration, customizable workflows, and more for advisor teams.

Zocks automates tasks handovers, provides full task visibility, and optimises workflows to boost team productivity and organization.

AI Agent for Meeting Preparation, CRM contact updates, and more — see what’s new in Zocks!

Auto-sync your meeting notes and tasks with your CRM using Zocks to save time and improve efficiency.

Redtail CRM & Office 365 integrations, customizable templates, and more — see what’s new in Zocks!

Advisors often turn to Zocks to save time, but then discover the greater benefit of being fully present in meetings.

Save valuable time per client meetings by automating administration. Read on to find out which key workflows, Zocks can help you speed up.