Run your full meeting workflow from your phone
Prepare for meetings, capture notes, send follow-ups, and access client information from anywhere with the Zocks Mobile App—all synced with your desktop.
Trusted by thousands of advisors and firms of every size
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Get 10+ hours a week back to focus on your clients
Prepare for meetings in seconds
Walk into every meeting prepared with key client details, agendas, action items, and draft emails, all just a tap away on your phone.
Focus on your client while Zocks takes notes
Tap Start Meeting to capture conversations with unmatched accuracy and speaker attribution—without recording. Zocks automatically updates your CRM and financial planning tools, then drafts your follow-up email.
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Send pre- and post meeting emails in seconds
Zocks drafts accurate, personalized emails using real-time and historical client data, ready to review and send with a single tap.
Ask anything about your clients during live meetings
Ask Zocks questions like “What’s the cash balance in Sarah's Schwab account?” and get a clear breakdown from your CRM, portfolio data, and conversations, then instantly take action on what you find.
Keep your client conversations private
Unlike other AI tools, Zocks never records your client conversations. Meeting data is securely processed and stored on Zocks' servers, never on your mobile device.
