Send emails, sync client data, and build client profiles with Zocks’ seamless email integration
Connect Zocks with your favorite tools, from CRMs to meeting platforms, ensuring a smooth, automated workflow that keeps everything in sync.
Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
Seamless AI-powered productivity
The AI Meeting Assistant trusted and approved by the industry
Reply to your client emails with one click
Zocks drafts generated client emails using real-time and historical client data from your CRM, meeting notes, emails, calendar and your wealth stack.
Sync AI-generated draft emails to your mailbox and send emails instantly from Zocks - securely, with you in full control.
Auto-sync client data and tasks from emails
Zocks automatically identifies and syncs new client information and action items from your emails through seamless integration with your mailbox, calendar, CRM and planning system.
Build client profiles in real-time for deeper client insights
Zocks collects, enriches, and syncs custom client data across meeting notes, emails, calendar, advisor-focused CRMs, and your wealth stack—helping you identify trends, uncover opportunities, and optimize workflows.
How Zocks makes a difference
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’ 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 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’ 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 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.
Get started for free in less than 10 minutes
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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