Ensure fast, thorough and consistent communication with clients
Enhance client communications with AI
Zocks auto-syncs your mailbox and CRM and automatically drafts personalized reply emails using multi-source data.
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Schedule a call with us to learn more about Zocks.
Zocks closes Series A round with a total of $19.5M to empower advisory firms
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Zocks, the AI Meeting Assistant made for Financial Advisors
Zocks automates everything from meeting prep to note-taking, client record updates, task management and client communication.
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
Have all the information you need in seconds without wasting time
Zocks collects and keeps client data up-to-date across systems.
Get AI-generated draft emails based on the latest information, in your style
Zocks drafts you detailed emails in your tone, style, and format.
Prepare and send emails with one click
Zocks integrates with your tech stack and automatically syncs draft emails and sends replies from your mailbox.
Ready to have your socks knocked off by Zocks?
Get started for free in less than 10 minutes
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.
