Product updates & expert insights

What if AI could access your client conversations? See how Zocks turns meeting data into actionable insights.

Mark Gilbert recognized for advancing AI client intelligence and workflow automation for advisors.

Client Signals from Emails, New Contact Update Capabilities & more — see what’s new in Zocks!

AI document fill, multi-language support, Wealth.com integration & more — see what’s new in Zocks!

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!

Zocks recognized for helping advisors turn client conversations into actionable intelligence.

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

CB Insights names Zocks to its Fintech 100 list recognizing innovation in financial services AI.