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Zocks ensures that all data is securely managed and meets regulatory compliance standards.
Zocks prioritizes data security and privacy, ensuring all client conversations are confidential and compliance is maintained with proper and complete documentation.
Only Zocks offers financial advisors an AI note-taking solution that captures essential details without recording meetings, keeping private conversations secure and protected.
Have your AI meeting assistant follow you wherever your clients are without worrying about privacy and security.
Online meetings
In-person tasks meetings
One-on-one phone calls
According to our users, Zocks helps advisors build stronger client relationships by showing a commitment to privacy and security. With Zocks, your clients know their conversations are private and confidential, ensuring trust and peace of mind.
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."
Infrastructure security
Organizational security
Internal security procedures
Data
and privacy
With Zocks, you own and control your data, and you decide how much and for how long Zocks stores it.
Zocks doesn't just take meeting notes, it automates everything from meeting prep to follow ups, personalized communications, scheduling, and CRM updates, allowing advisors to spend more time building client relationships.
Get started with a 30 day free trial. 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.
