AI that helps advisors do more for every client
Trusted by 5,000+ firms & 7 of the 9 Barron’s top mega RIAs
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Know your clients like never before
10+ hours back, every week
Spend less time on notes and admin, more time on clients.
Deliver an experience worth a referral
Big and small details remembered. Nothing falls through the cracks.
See more in every relationship
Find new opportunities to build wealth for clients, and grow alongside them.
Make client meetings effortless
Zocks automatically schedules the meeting, preps you, takes detailed notes, updates your CRM and planning tools, and writes a follow up email.
Build plans and onboard clients the same day
After a client meeting or receiving a document, Zocks updates hundreds of fields in your planning tool so you can build plans faster and close more prospects.
Find revenue opportunities hiding in your book
The next opportunity is often already in your book. Ask Zocks which of your clients have held-away assets, unmet planning needs or upcoming life events. Get a matching list of clients to take action on in seconds.
Never let a slow response cost you a client
Clients expect quick, accurate answers. Zocks drafts personalized replies from your CRM, planning data, meeting notes, and email history, with citations for every detail. Review and send, so clients hear back sooner and your team stops rebuilding context from scratch.
Keep your best advisors’ knowledge in the firm
When a senior advisor transitions a book, years of client history can leave with them. Zocks keeps every conversation and detail with the firm, and turns real conversations into coaching. New advisors ramp faster, and nothing is lost when the book changes hands.
Here’s why we’re rated #1
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Wealth firms of every kind use Zocks to put client conversations to work
Independent RIAs
Automate the work around every meeting and surface planning opportunities across the book, so advisors serve more households without adding headcount.
Broker-Dealers and Hybrids
Give every advisor one post-meeting workflow, structured data in the systems they already use, and consistent, proactive service across the field.
Enterprise and Multi-Office Firms
Roll out AI with role-based permissions, SSO, and compliance controls, and track adoption and outcomes across every advisor, team, and office.
Turn every client interaction into finished work
Top wealth firms use these Zocks features to automate the work around every meeting, build plans faster, and find growth across the book.
Meetings
Prep, capture, and follow up without recording.
Scheduling
Automate client scheduling with smart booking and reminders.
Documents
Turn documents into data across your systems.
Forms
Auto fill intake, fact finders, carrier forms, and more.
Client Signals
Catch life events, risks, and opportunities as they happen.
Client Queries
Instantly find growth opportunities and close service gaps across your book.
Account Opening
Open accounts right the first time, with much less work.
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Frequently asked questions
Yes. Zocks reads from and writes to your CRM, planning, and reporting tools through 40+ deep, two-way integrations, so structured data lands where advisors already work and nothing has to be re-typed.
Zocks doesn’t use client conversations to train AI models, and no LLMs hold or train on your data. Zocks is privacy-first: SOC 2 Type 2 certified, encrypted in transit and at rest, with SSO, role-based access, and customizable retention. Zocks never records client conversations, so there is nothing to archive, supervise, or produce in a dispute. For firm-wide governance, Zocks supports hierarchy-based roles, full audit logs, and archiving through Smarsh, Global Relay, and Proofpoint.
Yes. Zocks MCP connects your client intelligence to Claude, ChatGPT, and any other MCP-compatible AI tool, so those tools can reason over real client history instead of a blank slate. It’s included with your Zocks account, secured with OAuth 2.0 authentication, only ever accesses what you already have permission to see in Zocks, and can be disconnected at any time from either the AI tool or your Zocks settings.
Whether in person, virtual, or over the phone, Zocks turns what was discussed into accurate notes, structured data, and clear next steps. Advisors stay transparent about how information is captured, build trust, and focus on understanding the client instead of the keyboard.
A dedicated Implementation Manager runs a phased rollout, from kickoff and configuration through testing and launch. Firms get hierarchy-based roles, SSO, and compliance workflows, plus dashboards that track adoption, usage, and outcomes across every advisor, team, and office. Carson Group had 400+ advisors live in about a month, with 97% weekly usage.
You can be up and running in under 10 minutes, with a 14-day free trial and hands-on help from the Zocks team to get set up. Larger firms get a dedicated Implementation Manager to run a phased rollout across the field.
Get started for free in less than 10 minutes
