.svg)
AI that helps asset managers accelerate distribution
Trusted by the enterprise firms your wholesalers already cover
.avif)
More time in front of advisors and better field visibility
10+ hours a week
Spend less time on notes and CRM, more time on advisors
Ramp new wholesalers faster
Enrich CRM records with deeper relationship and territory profiles
See what’s happening in the field
Spot emerging trends and uncover coaching opportunities
Walk in knowing the whole relationship
Before every meeting, Zocks pulls from your CRM, past conversations, emails, and documents to build a single prep brief. Wholesalers get the relationship context they need without piecing it together themselves.
Take the meeting. Skip the data entry.
From virtual calls to in-person advisor visits, Zocks captures meeting details, next steps, and relationship insights and syncs them directly to your CRM.
See which relationships are moving forward
Activity dashboards tell you how many meetings happened, not what was accomplished. Zocks structures what was discussed and what comes next, giving distribution leaders a clearer view of coverage across firms and territories. When teams change, the relationship history remains.
Get new wholesalers productive faster
Zocks hands new wholesalers the history: every past conversation with every advisor in the territory, structured and searchable. And with meeting scores across 18 configurable dimensions, sales managers coach on what actually happened in the room instead of ride-alongs and self-reported notes.
Answer advisors the same day
Advisors ask for fund fact sheets, performance attribution, product comparisons, and your team burns one to two hours a day chasing them down. Zocks drafts accurate, personalized responses using the conversation, your CRM records, and your approved materials, ready for the wholesaler to review and send.
Built for every seat on the distribution team
External wholesalers
Prep for every advisor meeting in seconds, capture the conversation without taking notes, and leave the day with the CRM already updated.
Internal sales desk
Every call structured and logged, with full context on what the external already discussed so nothing gets asked twice.
National accounts and key accounts
See the full picture of every home office relationship across every wholesaler who touches it all in one place.
Sales leadership and home office
Coverage depth, field intelligence, and rep performance based on what was actually said in meetings.
Know every client. Deepen every relationship.
Asset management distribution teams use these Zocks features to capture what clients say, surface what matters, and act on it before the next conversation.
Scheduling
Automate client scheduling with smart booking and reminders.
Meetings
Prepare, capture, and follow up with every word attributed to the right person.
Documents
Turn documents into data across your systems.
Draft and reply to advisor emails in seconds.
Client Signals
Catch life events, risks, and opportunities as they happen.
Client Queries
Instantly find growth opportunities and close service gaps across your book.
Frequently asked questions
Zocks takes notes on every wholesaler meeting and call with advisors, updates the CRM, schedules the next meeting, and drafts the follow-up email. Each one is ready for the wholesaler to review and send. Before the next meeting, Zocks pulls the advisor’s full history into a one-page brief, so wholesalers walk in knowing which funds came up last time and what they promised to send. Distribution leaders see coverage and activity across every territory.
No. Zocks transcribes and structures what was said, and it never records. Advisors get your wholesaler’s full attention instead of a recording device on the table. There’s no audio to archive, supervise, or produce later.
Zocks reads from and writes to Salesforce, Microsoft Dynamics 365, HubSpot, and other CRMs through 40+ two-way integrations. Call notes, action items, and advisor details land in the right fields, and wholesalers review, edit if needed, then sync. Every wholesaler leaves the meeting with the record already up to date.
Yes. Zocks captures in-person, phone, and virtual meetings on Zoom, Microsoft Teams, Google Meet, and Webex. With the Zocks Mobile App, a lunch meeting or office visit gets written up and synced before the wholesaler is back in the car.
Whether in person, virtual, or over the phone, Zocks turns what was discussed into highly accurate notes, structured data, and clear next steps. Producers can stay transparent about how information is being captured, build trust, and focus on understanding the client instead of filling out forms.
Zocks Insights and Dashboards show meeting volume, follow-up rates, and the topics coming up across every wholesaler, region, and team. Leaders spot which advisor relationships need attention and coach with meeting data instead of ride-alongs.
Yes. Zocks MCP gives Claude, ChatGPT, Microsoft Copilot, and your firm’s AI tools access to the advisor context Zocks has captured, so they produce deeper analysis and personalized materials instead of generic ones. REST APIs and data warehouse connections send the same structured data to the systems your team builds.
Your firm owns its data. No LLMs hold or train on it, and you set retention with hard deletes on your timeline. Zocks is SOC 2 Type 2 certified, with consent, capture, and retention rules configurable by user group, full audit logs, role-based access, and archiving through Smarsh, Global Relay, and Proofpoint.
See what your field team already knows
