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Zocks onboarding for Osaic

Zocks, the AI Assistant for financial advisors, is now available at Osaic. Get 10+ hours a week back by automating your meeting notes, intake and account opening forms, client emails, and more. Book a free 1-on-1 onboarding session with a product expert to get started.

Trusted by 5,000+ firms & 7 of the 9 Barron’s top mega RIAs

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Meetings

Make client meetings effortless

Zocks automatically schedules the meeting, preps you, takes detailed notes, updates your CRM and planning tools, and writes a follow up email.

planning integration

Build financial plans in minutes

After a client meeting or receiving a document, Zocks updates hundreds of fields in your planning tool so you can build plans faster and close more prospects.

forms & workflows

Onboard clients faster than ever

Zocks automatically fills out intake forms, fact finders and account applications, then kicks off workflows in your CRM and planning systems, so you can onboard clients much faster.

client queries

Instantly find growth opportunities & close service gaps across your book

Ask Zocks which of your clients have held-away assets, unmet planning needs or upcoming life events. Get a matching list of clients to take action on in seconds.

mcp

Break down data silos and connect with other AI tools

Zocks connects your client intelligence to Claude, ChatGPT, Copilot and your internal AI tools. Create personalized client materials, build agentic workflows, and automate work at an unprecedented scale.

customer testimonials

Here’s why we’re rated #1

I walked out with a $6 million client in just two meetings. It was one of the fastest times we've ever signed a new client.

Rob Gorman, CFP®, MSFS®, AEP®

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370+

auto-synced data fields in eMoney

Zocks gives us the ability to double the size of our business with very little, if any, additional headcount.

Neal Slafsky, CLU, ChFC, CFP®

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$22M

in new AUA in 2 months

I used to spend all day Friday doing follow ups. Now within 5 minutes of the meeting being over, the follow up is done.

Karen Roberts, ChFC

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90%

faster follow-ups

From a compliance standpoint, Zocks was the best we saw. The other tools we looked at were recording calls. The biggest determination for us was that Zocks does not record.

Kyle Wesley, Chief Technology Officer

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45 seconds

for meeting prep

Zocks cut my onboarding time by 55%. That's time I give right back to my clients.

Shavon Roman, Founder

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55%

reduction in onboarding time

There's speed and consistency that is happening across the entire team more than it ever had been before.

Elizabeth Jacques, CFP®, CDFA®, ABFP℠

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hours saved per advisor, per week

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive.

Dani Fava, Chief Strategy Officer

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97%

weekly advisor usage

Zocks isn't just another note-taker. It handles the bulk of our advisors' admin work, so they can focus on taking care of our client base and meeting their financial goals.

Kevin Kohorn, CFP®, ChFC®, CKA®, AIF®

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80%

reduction in post-meeting admin

Zocks gives us a way to operationalize growth across every advisor's book simultaneously. We can serve up the most relevant opportunities at scale.

Dr. Jordan Hutchison, VP of Technology and Operations

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organic growth

A two-hour process became 12 minutes for me. It's an enormous change in saving time, but also gives me the capacity to elevate my services for everybody.

Karen Melo Ticas, CFP®

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75%

more capacity

Zocks is at the core of making sure these complicated conversations get documented and transparent to the client. Because that's really what I'm trying to execute on, bringing the family office model to scale.

Chad Heberly, Founder & Financial Advisor

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10 min

meeting closeout time