Save 8+ hours a week and strengthen client relationships with Zocks Client AI
Automate note-taking, meeting admin, forms, CRM updates, and emails with Zocks’ 100% no-recording, privacy-first AI platform.
The AI Platform trusted by thousands of financial advisors and leading broker-dealers
Spend less time wrangling your notes and more time helping your clients
Zocks supports financial advisor workflows at every stage of client servicing - from meeting preparation to compliant CRM updates, task management, follow-ups and personalised client communication.
The AI Meeting Assistant trusted and approved by the industry
Join our exclusive weekly webinars
Join us for a live session where we’ll walk you through the Zocks platform, highlighting unique configuration options, and show you how Zocks can streamline your workflow.
Talk to our Product Experts!
Book a more personalized walkthrough with our Product Experts for a later time where we can go into more detail on how Zocks can help your practice.
