Zocks creates automatic follow-up email drafts after your meetings with key financial and personal details to save time.
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Zocks closes Series A round with a total of $19.5M to empower advisory firms
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Join thousands of financial advisors who trust Zocks for capturing and organising client data.
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
We help Financial Advisors to save time on client meetings while being confident that the AI Assistant is capturing all the important information.
Zocks provides you with client follow-up email just seconds after your meeting.
Zocks enables you to directly send all meeting results to your CRM.
Seamless integration with Advisor-focused CRMs automatically syncs notes, reducing administrative work and ensuring accurate client records for financial advisors.
Prepare faster and effectively for your upcoming client meetings with Zocks.
Zocks provides Financial Advisors with detailed summaries for all client meetings, reducing time spent on meeting prep from hours to minutes.
Leverage the advantages of AI Assistant that is specifically designed for Financial Advisors.
Revolutionize the way you manage client interactions with Zocks. Our advanced AI Agents are purpose-built to streamline your most critical workflows.
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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.