The AI note-taker built for financial advisors

Zocks captures meetings with unmatched accuracy, formatting precision, and configurability tailored to your workflows - without recording.

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Trusted by thousands of advisors & firms of every size

Deep dive into Zocks' powerful note-taking

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100% no-recording AI note-taking

Best-in-class note-taking accuracy

Multi-Party Speaker Identification

Live meeting analysis

Meeting outputs tailored to your needs

Task and workflow automation

Privacy and compliance controls

The only 100% no-recording AI note-taker for in-person meetings, virtual and phone calls

Zocks captures all relevant information from your virtual meetings, in-person discussions, and phone calls — without recording.

Invite the AI Assistant automatically or start meetings with a click or tap in the mobile app, and simply focus on your client while your Zocks takes accurate, actionable, and compliant notes.

Financial planning interface with note-taking and meeting analysis sections

AI architecture designed for the highest possible note quality

Zocks’ own AI architecture is built to capture industry-specific notes for Wealth Management, Financial Planning, Insurance, and Tax.

Highest Word Accuracy Rate - for precise, reliable notes

Lowest Word Error Rate - even in noisy environments or multi-speaker conversations

Proper Noun & Financial Term Recognition - to capture client-specific details

Accented Speech Handling - to support diverse speaking accents

Advanced Automatic Speech Recognition - to handle noisy audio, overlapping speech, and low-quality calls

Alphanumeric Processing - to ensure precision with terms like iPhone 15 and 401(k)

Hallucination-free notes—that provide fact-based and accurate results

Result Explainer - showing where results came from in a paraphrased segment of the transcript

Citation and references - showing the source and date of data, and linking the meeting where information has been captures

Unrivaled Multi-Party Speaker Identification from in-person, virtual, and phone meetings

Zocks' proprietary custom AI stack is uniquely efficient in accurately identifying speakers and assigning note sections to the right contacts and colleagues from both in-person, virtual, and phone meetings, even from a shared audio source.

Zocks supports role-based differentiation, ensuring that even multiple clients, advisors, or external professionals are properly identified, and that references to other clients are never merged with the profile of the client being met.

Discovery call discussing college savings for Tim with John and Michelle Smith

Pull specific client information live during meetings

Zocks’ live meeting view gives you real-time access to key client details, agenda items, outstanding tasks, and instant answers to any client-related question, pulling the latest data from past conversations, contacts, emails, your CRM, and financial planning system.

The Zocks Mobile App allows you to stay connected wherever you are – prep before, start meetings, and manage participants as the conversation unfolds directly from your mobile device.

Meeting outputs tailored to the needs of the industry, your firm, and personal workflows

With Zocks, your meeting notes and summaries are formatted and structured exactly how you need them.

Zocks’ meeting outputs are specifically tailored to note formats and workflows in wealth management, financial planning, insurance and tax, and fully customizable with personalization, scalability and standardization adaptable to teams and firms of all sizes.Users, teams, and firms can create their own templates to match workflows, defined goals, data, and formatting needs.

Unlike conventional AI solutions, Zocks’ own AI architecture utilizes a dynamic multi-agent system with use-case specific AI, allowing for optimization and re-processing of meetings from different perspectives and workflows.

Financial summary dashboard with sections for life events and personal information

Start workflows with a click with automatic task delegation and form filling

Beyond meeting summaries, Zocks identifies action items, fills forms, and automatically syncs updates from your virtual, in-person, and phone conversations.

Add, edit, and delegate tasks to team members directly into your CRM, and fill forms to kick off workflows with one click.

Tasks management interface showing client details and pending assignments

Built specifically for financial services security and compliance standards - without recordings, with you in control

Zocks is the only completely no-recording AI Assistant built specifically for financial services security and compliance standards.

Zocks gives teams of all sizes full control with customizable user roles, visibility settings, and access controls, with fully configurable data capture and retention.

HIPAA and SOC II compliance dashboard showing contact consent status

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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.

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Unlock Zocks' full
potential for your practice

Financial Facts by Topic

Focus on your client while capturing detailed notes

Zocks captures every key detail from virtual, in-person, and phone meetings with unmatched accuracy—without recording.

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Proposed Agenda

Review financial support plan for Michelle’s sister Sarah

Discuss Rebecca’s education funding and potential reallocations

Update on the sales of the Mammoth Condo and allocation of proceeds.

Add Estate Planning and Trusts as a topic on the agenda

Add new agenda

Prepare for meetings in seconds

Zocks automates meeting prep with summaries, agendas, action items, and emails, pulling real-time client data from your CRM, emails and connected systems.

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Follow-up Email

Hello John and Michelle,

Thanks for your time. It was great to connect with you. I am following up with a summary of the action items and notes from our meeting.

Michelle's Action Items:

Review and update life insurance coverage to ensure adequate protection for your family’s needs.
Establish a will and consider other estate planning needs to secure your family’s future.