Integrate Zocks with your CRM and stay effortlessly organized
Zocks auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM—keeping you up to date without manual admin.
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’
advanced CRM integrations
advisor-focused CRMs
Turns conversations from in-person, virtual and phone meetings into structured data, allowing you to automatically push notes and client data to your CRM with a click of a button.
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Add, edit, and delegate tasks to team members, and kick off workflows with a click.ly syncing client information and action items from your emails through seamless integration with your mailbox, calendar, CRM and planning system.
Connect Zocks contacts to your CRM and update field-level client data and start workflows with a click, keeping your records accurate with new information captured during meetings.
Customize meeting outputs, forms, and emails to match your firm’s workflows, structure, and communication style to maintain consistency across teams.
Specifically built for financial services security and compliance standards, Zocks’ own platform ensures secure REST API management for flexible, secure integrations with your CRM and wealth stack, and full control over subprocessors and data.
The Zocks Platform and APIs seamlessly integrate with your tech stack
The AI Meeting Assistant trusted and approved by the industry
Save hours a day on manual admin
Zocks auto-syncs notes and field-level client data from conversations with seamless integration into advisor-focused CRMs—fully adaptable to your workflows.
"Zocks has saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client."
- 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....
Stay compliant with up-to-date, accurate CRM records
Designed for financial compliance and security standards, Zocks ensures accurate client data and improved documentation - without impeding productivity, keeping you in full control of your data.
"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."
Keep your team in sync on workflows
Ensure visibility across your team with automatically identified and synced action items in your CRM.
"Transferring the note-taking responsibilities to Zocks frees up the second chair to complete client tasks during the meeting and engage in the deliberate practice of focusing on how the advisor interacts with the client."
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.