AI-power your workflows with Zocks, the AI meeting assistant made for financial advisors
Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM integration.
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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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The AI Meeting Assistant trusted and approved by the industry
Technology designed for the highest possible note quality
Zocks sets the industry standard with unmatched accuracy, formatting precision, configurability, and security - without recordings.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
- John Smith and Michelle Smith
- Married for 20 years
- Residence not specified, John owns a construction company and Michelle is a realtor
- Interests include maximizing time with children, sports and activities....
Industry-leading security and compliance
Zocks is the only AI assistant built specifically for financial services security standards - without recordings, with you in control.
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings.”
Scale your practice with full customization
Zocks adapts to your workflows, enabling personalization and standardization while boosting productivity for teams and firms of all sizes.
“The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.”
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The all-in-one platform for efficient team collaboration
Zocks ensures visibility, structured workflows, smart task delegation, standardization, and security across teams, from small offices to large shops and enterprises.
"Zocks has me back to sending follow-up emails after each meeting. My notes are more thorough, and I'm not missing facts anymore."
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