Seamless integrations for a smarter workflow
Connect Zocks with your favorite tools, from CRMs to meeting platforms, ensuring a smooth, automated workflow that keeps everything in sync.
Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
CRM integrations
Ensure client records are always accurate and up to date with seamless CRM integration, keeping your workflows organized and efficient.
Meeting platform integrations
Integrate with your favorite meeting tools to capture key insights, take notes automatically, and streamline post-meeting actions.
Email integrations
Automate follow-ups, sync important conversations, and draft personalized responses, all within your email platform for a smoother communication flow.
Calendar integration
Stay on top of your schedule by syncing meetings, tracking follow-ups, and managing availability effortlessly across all your devices.
