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Zocks automates everything from meeting prep to note-taking, client record updates, task management and client communication.
Easily collect and manage client data across multiple workflows. Whether you're onboarding new clients, opening accounts, or supporting specialized processes like estate or retirement planning, Zocks ensures seamless data collection with customizable fields tailored to your needs.
With Zocks, you can gather and access data beyond traditional CRMs. By automatically syncing information across systems, Zocks provides you with up-to-date, enriched data for deeper insights.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
Save time and improve accuracy with efficient custom workflows and automated data collection, eliminating the need for manual data entry and giving you the information you need in seconds.
With Zocks, your team has quick access to up-to-date information. All data is automatically updated and easily shareable, ensuring everyone stays aligned and informed.
HIPAA Compliant and SOC 2 Type 2 certified
Zocks captures client data from multiple sources and automatically updates records, ensuring accuracy and compliance.
Zocks helps your firm scale efficiently by automating workflows like onboarding, allowing you to stay focused on your clients.
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.
