Prepare for client meetings in seconds
with unrivaled data and insights
Zocks automates meeting preparation, delivering key details, agendas, action items, and draft emails - saving you the time and effort of manually going through your CRM and past meeting notes.
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’
extensive meeting preparation
Prepare for meetings and modify your meeting preparation with a click.
Simply ask any client-related question and get instant, detailed replies from Zocks’ AI Assistant based on client data from all sources connected to Zocks. You can also add or update client information with a simple request to Zocks’ AI Assistant.
Create custom templates or adjust system defaults to fit specific workflows, client service stages, and personal preferences, ensuring consistency, efficiency, and relevance.
Zocks’ presets can be configured at the user, team, or organization level, enabling scalable standardization for firms of any size.
Keep your team aligned with shared access across assistants and team members, team-based meeting processing, and commenting.
By pulling real-time and historical data from your notes, CRM, emails, calendar, and planning system, Zocks ensures every message is accurate, relevant, and truly personalized.
The Zocks Platform and APIs seamlessly integrate with your tech stack
The AI Meeting Assistant trusted and approved by the industry
Save 15 minutes before every meeting
And 30 more with Zocks automating note-taking, task delegation, client emails, form filling, and client profile management—all with seamless CRM integration.
“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....
Get better data and gain deeper client insights
Zocks provides more accurate, actionable information before meetings by collecting, syncing and enriching client data across your systems - securely and compliantly.
“Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.”
Send client emails in seconds
Strengthen client relationships by sending timely, accurate, personalized emails in your tone, style, and format with one-click from Zocks.
"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."
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.