Reply to clients with a click

Get instant, data-backed draft replies right inside Outlook. Zocks personalizes each reply using client data from your CRM, planning tools, meeting notes, and email history.

Draft emails tailored to your workflow and tone

Zocks’ Smart Email Categorization automatically classifies incoming emails and applies the most relevant response templates, adapting to your firm’s workflows and your tone.

Access client insights in seconds

Ask anything about your client, and get the information you need in seconds without leaving Outlook.

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The AI Assistant pulls data and historical insights synced across Zocks, past conversations, and connected wealth tech, so you don’t have to waste time with back-and-forth info gathering.

Auto-sync contact updates and tasks from emails

Zocks automatically identifies and syncs new client information and action items from your emails to your CRM and planning system.

Arrive prepared for every meeting

Access Zocks’ meeting preparation—with Personal icebreakers, Household summary, Financial Summary and Goals, Proposed Agenda, Past Meeting Summary, and Tasks—from your Outlook calendar, and save the time and effort of manually going through your CRM, planning system, emails, and notes.

Manage tasks right from your calendar

Automatically detect, manage, and export tasks and action items to your CRM of choice with a single click.