AI can assist you and your team with automating meeting prep, note-taking, client follow-ups, and client record updates in CRM.
Schedule a demo
Schedule a call with us to learn more about Zocks.
Zocks closes Series A round with a total of $19.5M to empower advisory firms
.svg)
Few technological innovations have impacted the way businesses work as rapidly and as revolutionarily as AI.
Research by McKinsey & Company shows that worldwide AI adoption by organizations has surged to 72% in 2024 from less than 66% in 2023, with the biggest growth in professional services.
Source: mckinsey.com
Wealth management and advising financial advising firms are also embracing AI tools at a rapid pace.
According to Accenture’s 2024 survey with financial advisors across North America, 97% of financial advisors believe that AI can help grow their book of business by more than 20%, and 92% of financial advisors have already taken steps to implement AI.
As technology develops at a rapid pace and more and more financial advisors start utilizing AI-powered solutions, holding off is not an option if you want to stay competitive.
The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.
How AI can elevate your financial practice
Integrating AI into daily operations helps financial advisors become more efficient, saving time and focusing on high-value tasks.
AI and smart automation can handle repetitive admin work and tasks such as meeting prep, note-taking, CRM updates, task delegation and client follow-ups, and provide advisors with valuable client insights.
AI solutions empower Financial Advisors to...
.png){kind=icon}
Save time
Strengthen client relationships
You can fully focus on clients as AI handles note-taking, and draft e-mails help you maintain personalized and consistent client communications.
Stay compliant
Automatically synced, accurate meeting notes and client updates ensure keeping your records compliant.
Enhance teamwork
Automated task delegation saves time and keeps your team aligned with organized, up-to-date client information.
.png){kind=icon}
.png){kind=icon}
Scale your practice
Manage more clients effectively without compromising service quality and personalization.
Gain client insights
AI solutions can intelligently build comprehensive client profiles across conversations and time, providing advisors valuable insights, helping them better serve their clients and identify opportunities across households.
.png){kind=icon}
Get your practice with AI-powered with Zocks
Zocks, the AI Meeting Assistant specifically designed for financial advisors, provides a comprehensive solution that supports your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.
Leading Financial Advisors and Firms choose Zocks AI Meeting Assistant for unrivaled privacy and productivity
Industry leader in data security, privacy, and compliance controls
Zocks is the only AI assistant built from the ground up with the data security, privacy, and AI controls required for Financial Services.
- HIPAA & SOC II Compliant (3rd Party Audited)
- No recordings required
- Single Sign-On for Data Security
- Your data is fully encrypted and never used for training LLM’s
- You own your data with customized data retention policies
- Governed under Microsoft’s responsible AI Standards
- US-based data processing and storage
SOC 2 Type 2 Certified
Zocks seamlessly integrates with your tech stack
Highly rated and recommended by thousands of Financial Advisors
With thousands of advisors using Zocks every week, we have a 9+ NPS (Net Promoter Score).
"I was initially drawn to Zocks because of its commitment to data security. What keeps me a long-term customer is its commitment to accuracy and useful information that not only saves time but helps deliver even more value for our clients.”
Doug Oosterhart
CFP, Life Point Planning
“Zocks has gotten me back to sending a follow up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore.”
Seth Sanborn
Financial Advisor, Legacy Financial Advisors
"Zocks is greatly improving my efficiency with client follow-up and meeting documentation. Generating follow-up e-mails to clients after financial planning and review meetings used to consume significant time and energy for me. With Zocks, I simply review and edit the generated e-mail and send off to the client. It is saving me significant time. In addition, meeting notes are easily dropped into our CRM. I have been needing something like this for a very long time!"
Jason Odette
Partner and IAT, Vitalstone Financial
“It’s the best tech for advisors – ever.
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance. Win Win Win.”
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance. Win Win Win.”
Geoff Kanner
Certified Financial Planner, Kanner Financial
It’s time to level up your client engagement with Zocks
We care about your data, and we will only use cookies to improve your experience. By using this website, you accept our Cookies Policy.