Platform

Leading financial advisors, firms, and enterprises choose Zocks for unrivaled note-taking accuracy, customization, team collaboration, client insights, security and compliance controls.

Zocks for Enterprise

Built for scale and security, Zocks automates workflows and enhances insights for enterprises.

Client insights and intelligence

Zocks provides deeper insights
on clients.

Team collaboration

Zocks’ all -in-one platform enhances collaboration, efficiency, and control, adapting to your practice.

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails and CRM data sync and seamless integration.

Privacy and security

Ensure all client conversations are confidential without recording, and make sure you own and control your data.

Compliance

Maintain full compliance and accurate documentation without impeding productivity.

Return on investment

Learn how Zocks impacts productivity and client relationships.

See Zocks in action

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Features

Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM integration.

All use cases

Note-taking

Capture notes with unmatched accuracy, formatting precision and configurability.

Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Form fill

Automatically fill forms using client data collected and enriched from multiple sources.

Responding to client emails

Send personalized emails drafted by AI using up-to-data and historic client data.

CRM integration

Automate tasks, workflow management and client record updates in advisor-focused CRM.

Client profile management

Automatically collect data and sync client profiles across your CRM, notes, emails and calendar.

"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."

Jason Odette

Partner and IAT, Vitalstone Financial

See Zocks in action

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Integrations

Meeting

CRMs

Financial Planning

Forms and Client Onboarding

Calendar

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Intergrations overview

Meeting

See meeting integrations

Virtual meetings

Zocks seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, turning virtual meetings into structured notes.

Phone calls

Capture notes from any phone call - whether you are using a personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.

In-person meetings

Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed.

Intergrations overview

CRMs

See all CRMs

Redtail

Capture detailed notes and action items directly into Redtail for streamlined client management.

Salesforce

Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.

Wealthbox

Keep client records updated effortlessly with seamless note syncing and task automation.

Intergrations overview

Financial Planning

View eMoney

Get the only AI assistant integrated with eMoney. Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.

Intergrations overview

Forms & Client Onboarding

View Precise FP

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Intergrations overview

See email integrations

Gmail

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

Microsoft Outlook

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

Intergrations overview

Calendar

See calendar integrations

CRM-based calendar

Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.

Google Calendar

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

Outlook Calendar

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

See Zocks in action

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

All Integrations

Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM integration.

Meeting

All meetings

Virtual meetings

Capture notes with unmatched accuracy, formatting precision and configurability.

Phone Calls

Get organized key details, agendas, action items and client email drafts before meetings.

In-person meetings

Automatically fill forms using client data collected and enriched from multiple sources.

CRMs

See all CRMs

Financial planning

Forms and Client Onboarding

See all CRMs

Calendar

See all Calendars

Pricing

Resources

Blog

Webinars

Conferences

Press

Case Studies

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Recent blogs

June 11, 2025

June 2025 Product Update

June 3, 2025

Expanding the (Note-Taking) Feature Set

Explore more insights

Dive deeper into expert perspectives, tips, and industry trends—read our latest blogs now!

Read our blogs

Webinars

Join our weekly webinars

Join us for a live session where we’ll walk you through the Zocks platform and how you can get started with AI.

July 17, 2025

Zocks + PreciseFP Integration: Turning Conversations into Operational Velocity

July 10, 2025

Weekly webinar and live demo

Upcoming conferences

August 7, 2025

Zocks at National Index Forum

August 20, 2025

Zocks at Cambrige Ignite 2025

Upcoming conferences

Meet the Zocks team live—see where we're headed next!

See conferences

Recent press

Partnerships

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Announcements

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Latest press releases

Stay up-to-date with our latest announcements, news, and partnerships.

See all press

Recent case studies

How a $6B+ Firm Modernized Advisor Operations with Zocks

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence

Latest case studies

Stay up-to-date with our latest case studies

See all case studies

Zocks Help Center

Getting started

Security and compliance

Financial Planning Integration

Forms & Client Onboarding Integration

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Get started for free Book a demo

Press

Latest news and press releases

Stay up-to-date with our latest announcements and strategic partnerships.

Explore our press

Jun 27, 2025

•

4 mins read

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

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.

Get started for free Book a demo

Platform

Zocks for Enterprises Client insights and intelligence Customization Team collaboration Privacy and security Compliance ROI Pricing

Features

Note-taking Meeting preparation Form fill Client emails CRM integration Client profile management

Integrations

Meetings CRM integration eMoney integration Email integration Calendar integration Precise FP Integration

Resources

Blog Webinars Conferences Case studies Press Zocks Help Center

Company

About us Careers Contact us

We care about your data, and we will only use cookies to improve your experience. By using this website, you accept our Cookies Policy.

Decline Allow

Latest news and press releases

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Read more blogs

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

New Website. The Redesign Story.

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Get started for free in less than 10 minutes