Cut down response times with data-backed emails
Zocks drafts accurate, personalized emails using real-time and historical data, so you can follow up with your clients consistently and instantly - without manually collecting data and typing responses.
Trusted by thousands of advisors & firms of every size
Deep dive into Zocks’ personalized draft emails
using client data
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Use fully customizable email templates tailored to your tone, style and format, or simply edit AI-generated draft emails to save valuable time and improve client experience.
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Zocks ensures that sensitive data and control is available to authorized users only through granular access, flexible sharing mechanisms, and smart collaboration features.
The Zocks Platform and APIs seamlessly integrate with your tech stack
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The AI Assistant trusted and approved by the industry
Have all the information you need in seconds
Zocks collects and updates client data across your notes, mailbox, CRM, calendar, and planning system—automatically pulling relevant information for draft emails, summaries, meeting prep, and form filling.
“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."
Reply to your client emails with one click
Sync AI-generated draft emails to your mailbox and send emails instantly from Zocks - securely, with you in full control.
"Generating follow-up emails to clients after financial planning and review meetings used to consume significant time and energy for me. 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!"
Ensure precise and consistent communication with clients
Zocks drafts detailed, personalized emails in your tone, style, and format, using all client data and history.
"Zocks has gotten me back to sending a follow-up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore."
See Zocks in Action
Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.
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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Focus on your client while capturing detailed notes
Zocks captures every key detail from virtual, in-person, and phone meetings with unmatched accuracy—without recording.
Prepare for meetings in seconds
Zocks automates meeting prep with summaries, agendas, action items, and emails, pulling real-time client data from your CRM, emails and connected systems.
Hello John and Michelle,
Thanks for your time. It was great to connect with you. I am following up with a summary of the action items and notes from our meeting.
Michelle's Action Items:
- Review and update life insurance coverage to ensure adequate protection for your family’s needs.
- Establish a will and consider other estate planning needs to secure your family’s future.
Send personalized emails with a click
Zocks drafts accurate emails in your tone and style, using client history from your CRM, inbox, and past meetings.
Automatically fill out client forms
Zocks pulls data and auto-fills forms, instantly kicking off workflows such as client onboarding or retirement planning.
Instantly update your CRM
Zocks auto-syncs client data, notes, emails and tasks, ensuring full visibility and efficiency.
Build client profiles automatically
Zocks collects, enriches, and syncs custom client data, providing deeper insights and historical intelligence—without manual effort.