Save 10 hours a week and strengthen client relationships with Zocks Client AI
Automate note-taking, meeting admin, forms, CRM updates, and emails with Zocks’ 100% no-recording, privacy-first AI platform.
The AI Platform trusted by thousands of financial advisors and leading broker-dealers
Spend less time wrangling your notes and more time helping your clients
Zocks supports financial advisor workflows at every stage of client servicing - from meeting preparation to compliant CRM updates, task management, follow-ups and personalised client communication.
The AI Meeting Assistant trusted and approved by the industry
Join our exclusive weekly webinars
Join us for a live session where we’ll walk you through the Zocks platform, highlighting unique configuration options, and show you how Zocks can streamline your workflow.
Get started for free in less than 10 minutes
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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