The AI note-taker built for financial advisors
Zocks captures meetings with unmatched accuracy, formatting precision, and configurability tailored to your workflows - without recording.
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 powerful note-taking
Invite Zocks to your meeting automatically or with a click,, and simply focus on your client while your AI Meeting Assistant takes accurate, actionable, and compliant notes.
Zocks supports role-based differentiation, ensuring that even multiple clients, advisors, or external professionals are properly identified, and that references to other clients are never merged with the profile of the client being met.
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Zocks’ meeting outputs are specifically tailored to note formats and workflows in wealth management, financial planning, insurance and tax, and fully customizable with personalization, scalability and standardization adaptable to teams and firms of all sizes.Users, teams, and firms can create their own templates to match workflows, defined goals, data, and formatting needs.
Unlike conventional AI solutions, Zocks’ own AI architecture utilizes a dynamic multi-agent system with use-case specific AI, allowing for optimization and re-processing of meetings from different perspectives and workflows.
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Add, edit, and delegate tasks to team members directly into your CRM, and fill forms to kick off workflows with one click.
Zocks gives teams of all sizes full control with customizable user roles, visibility settings, and access controls, with fully configurable data capture and retention.
The Zocks Platform and APIs seamlessly integrate with your tech stack
The AI Meeting Assistant trusted and approved by the industry
Be fully present while Zocks takes detailed notes
Focus fully on your clients while Zocks captures all relevant information from your virtual meetings, in-person discussions, and phone calls.
"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....
Take action quickly with structured data
Zocks doesn’t only capture notes, but turns them into structured data, identifies action items, and auto-syncs with your CRM.
"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."
Save 45 minutes per meeting as Zocks automates admin.
Integrating with your full tech stack, Zocks automatically collects, updates and analyzes all client data across meeting notes, CRMs, emails, calendar and your wealth stack.
“The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.”
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.