Holistiplan + Zocks Webinar | Integration Overview, Demo and Use Cases

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

‍

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Zocks allows our advisors to really listen and engage in client conversations versus getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life.

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

With Zocks, I simply review and edit the generated email and send it 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!

“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity. Advisors are freed up to fully engage in conversations with their clients and not worry about taking notes or missing any key personal and financial details. Zocks enables advisors to capture more information, sync with Wealthbox, and follow up with staff and their clients faster and in more personal ways.”

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

“I lead a team of six advisors, and we’ve integrated Zocks into our collaborative workflow. It’s become an essential tool not just for meeting preparation and follow-up, but also as a resource for advisor development. It has expanded our team’s capacity and elevated the way we support and grow our talent.”

The onboarding experience was seamless. The platform is intuitive and easy to adapt. Our team was fully onboard and actively using it within a day—excited, engaged, and immediately seeing the value.

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

‍

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Zocks allows our advisors to really listen and engage in client conversations versus getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life.

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

With Zocks, I simply review and edit the generated email and send it 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!

“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity. Advisors are freed up to fully engage in conversations with their clients and not worry about taking notes or missing any key personal and financial details. Zocks enables advisors to capture more information, sync with Wealthbox, and follow up with staff and their clients faster and in more personal ways.”

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

“I lead a team of six advisors, and we’ve integrated Zocks into our collaborative workflow. It’s become an essential tool not just for meeting preparation and follow-up, but also as a resource for advisor development. It has expanded our team’s capacity and elevated the way we support and grow our talent.”

The onboarding experience was seamless. The platform is intuitive and easy to adapt. Our team was fully onboard and actively using it within a day—excited, engaged, and immediately seeing the value.

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

‍

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

Zocks is a game changer. It’s like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection. It’s helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that’s hard to overstate.

Zocks also integrates with a wider tech stack. It can read custodial data (client holdings and performance), pull from emails, and display sources for every data point. This makes it highly auditable and flexible for firms needing reliable data verification.

We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive. I've been working with integrating systems for 15 years. Zocks has been, by far, the most moldable platform to integrate.

We had been looking for a long time for a technology solution that could improve our efficiency and give us more time to focus on our client's needs. With Zocks, we can do both. The technology efficiently captures the content of our meetings and summarizes our conversations automatically.

We are excited to include the AI-powered client intelligence and workflow automation platform offered by Zocks. The Zocks team’s expertise in securely capturing and analyzing client conversations is transforming how financial advisors and professionals better understand client needs, deliver more personalized service, and strengthen relationships.

"As NorthRock continues to innovate in our client experience, we are always looking for ways to enable our teams to spend more time delivering personalized, proactive communication with clients. Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed! It’s also a win for our compliance teams who don’t have to worry about incomplete documentation."

Zocks has been a game changer for our business. As a financial advisor, my job is to listen and guide the conversation. I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my business.

“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”

"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."

Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before!

Zocks allows our advisors to really listen and engage in client conversations versus getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most – helping people create the financial well-being and confidence they need to live their best life.

We have drastically cut down on data entry by the advisor. Prior to using Zocks, meeting notes, follow-ups, and recaps would take anywhere from 15-30 minutes. Now, when I leave a meeting, my assistant has everything she needs almost instantaneously. Depending on the number of meetings I have in a given week, I'm at least saving a couple of hours.

When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice. The best part is the Zocks team actively seeks feedback and continuously looks to improve the product for the end user.
Out of all the tools in our tech stack, Zocks is the one that I can’t praise enough.

With Zocks, I simply review and edit the generated email and send it 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!

“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity. Advisors are freed up to fully engage in conversations with their clients and not worry about taking notes or missing any key personal and financial details. Zocks enables advisors to capture more information, sync with Wealthbox, and follow up with staff and their clients faster and in more personal ways.”

Zocks has been one of the best tools that I've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me. and has already done a lot for us in my office.

“I lead a team of six advisors, and we’ve integrated Zocks into our collaborative workflow. It’s become an essential tool not just for meeting preparation and follow-up, but also as a resource for advisor development. It has expanded our team’s capacity and elevated the way we support and grow our talent.”

The onboarding experience was seamless. The platform is intuitive and easy to adapt. Our team was fully onboard and actively using it within a day—excited, engaged, and immediately seeing the value.