Effortless CRM sync

Zocks supports all major advisor CRMs

Automated note taking for virtual and in-person meetings

Automated meeting prep with the click of a button

Analyze virtual or in person meetings without recording

1-click CRM sync

"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."

Jason Odette,

Partner and IAT, Vitalstone Financial

Start your CRM workflows

Launch and manage pre-set workflows directly from Zocks, activating CRM tasks instantly.

Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity

Watch the video to learn more aboutCRM integration

Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.

Ready to have your socks knocked off by Zocks?

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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.

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