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.

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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

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

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Integrations

Meeting

CRMs

Financial planning

Calendar

Product demo

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Intergrations overview

Meeting

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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

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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

eMoney integration

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

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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

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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

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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

See all CRMs

Calendar

See all Calendars

Pricing

Resources

Blog

Webinars

Conferences

Press

Case Studies

Product demo

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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.

June 18, 2025

How to Provide Financial Plans Faster Than Ever With Zocks + eMoney

May 29, 2025

How to Maximize the AI in Your Tech Stack

Upcoming conferences

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Upcoming conferences

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

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Recent press

Announcements

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

Partnerships

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

Latest press releases

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

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Recent case studies

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

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Zocks Help Center

Getting started

Security and compliance

Product demo

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Press

Latest news and press releases

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

Explore our press

Jun 13, 2025

•

4 mins read

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

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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

Resources

Blog Webinars Conferences Case studies Press Zocks Help Center

Company

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Latest news and press releases

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

Read more blogs

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

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

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

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