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Be fully present and engaged in every client interaction while being confident that your AI Assistant is capturing all the important information - wherever you are, from virtual and in-person meetings to phone calls.
Zocks automates tasks and CRM workflow management, streamlining processes and reducing administrative burden.
Zocks provides financial advisors with detailed summaries for all client meetings, reducing time spent on meeting prep from hours to minutes. Automatically generated notes ensure that you are always prepared with the latest details for every meeting.
Zocks provides financial advisors with detailed summaries for all client meetings, reducing time spent on meeting prep from hours to minutes. Automatically generated notes ensure that you are always prepared with the latest details for every meeting.
HIPAA Compliant and SOC 2 Type 2 certified
According to our users, Zocks helps advisors build stronger client relationships by showing a commitment to privacy and data security.
With Zocks, compliance is maintained with proper and complete documentation.
Zocks is the only no-recording AI note-taker for financial advisors - who consistently report that their clients highly value the extra care and attention given to safeguarding their privacy and sensitive information.
Seamless integration with advisor-focused CRM keeps client records up to date, creates tasks, letting you start with the most relevant workflows right from Zocks. ensuring everyone in your team stays in sync with full visibility and smooth communication.
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.
