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Zocks closes Series A round with a total of $19.5M to empower advisory firms
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Save 8+ hours a week and strengthen client relationships with Zocks Client AI
The AI Platform trusted by thousands of financial advisors and leading broker-dealers
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Spend less time on admin
and more time building client relationships
and more time building client relationships
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.
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Zocks seamlessly integrate with your tech stack
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“At Osaic, we have an unwavering commitment to growth, productivity and advisor choice [...] The feedback on Zocks from our financial professionals has been extremely positive and it's truly changing the way they work. I'm incredibly excited to partner with Zocks to enable our advisors and deepen their relationships with their clients.”
Clayton Chandler
Chief Data and Analytics Officer of Osaic
“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
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We are here for you in every step of implementing and adapting AI.
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.
