AI-powered client profiles for deeper 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 while strengthening client trust.
Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
Deep dive into Zocks’ comprehensive client profiles
By turning unstructured information into structured data, Zocks detects and compares field-level client records, automatically building and maintaining client profiles with the most up-to-date information found across all connected systems.
Zocks shows the source of client data for reference, citing the system or linking directly to the meeting where the information was captured.
Create and maintain client profiles dynamically without manual admin with Zocks automatically updating field-level client data across meeting notes, your CRM, emails, calendar, Zocks, and all connected systems.
Connect Zocks contacts to your CRM and update field-level client data with a click, keeping your records accurate with new information captured during meetings.
Create and maintain client profiles dynamically without manual admin with Zocks automatically updating field-level client data across meeting notes, your CRM, emails, calendar, Zocks, and all connected systems.
Connect Zocks contacts to your CRM and update field-level client data with a click, keeping your records accurate with new information captured during meetings.
Zocks cites the source of the information, referencing source and time of data capture and directly links the exact meeting for further review.
With deep configurability and extensibility across user roles, data, and integrations, Zocks adapts to complex organizational structures and enterprise needs.
The Zocks Platform and APIs seamlessly integrate with your tech stack
The AI Meeting Assistant trusted and approved by the industry
Less time on admin, more time on clients
Automate meeting prep, note-taking, task delegation, client emails, form filling, and client profile management—so that you can focus more on your clients.
"The time savings allow us to dive more deeply into our clients' issues and spend more time on analysis and problem-solving. It's hard to imagine our business today without Zocks."
- 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....
Scale your practice while improving client trust
Zocks’ actionable insights empower advisors and forms to improve workflows and client servicing.
"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."
Get better data and gain deeper client insight
Zocks collects and enriches data beyond the CRM scope, providing historical intelligence and deeper insights.
“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.”
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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.