native APP

All client context right inside Zoom

Access meeting prep materials, real-time client insights, and task management live during your meeting—without ever leaving your Zoom meeting.

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Zocks AI Meeting Assistant eMoney integration

Trusted by thousands of advisors & firms of every size

Bring the power of Zocks to your meetings

Cut down on prep time and post-meeting admin while delivering more efficient, personalized conversations. Have access to everything you need, manage tasks and sync client data with a click right in Zoom with Zocks’ native app.

Book a demo How it works

Zocks is the AI assistant for financial advisors. The platform saves you 10 hours a week by automating your meeting notes, intake forms, client emails & more.

The Zoom Workplace platform provides a suite of productivity tools built to optimize and evolve the next phase of human connection.

Make your meetings
‍more efficient

Add or remove AI Assistant with a click

Simply manage your AI Assistant straight from Zoom during live meetings. Zocks’ granularly configurable Meeting Types and Intelligent Event Filtering to easily define which meetings your AI Assistant should auto-join.

Arrive prepared for every meeting

Save the time and effort of manually going through your CRM, planning system, emails, and notes before conversations with detailed meeting preparation and pre-meeting client emails generated by Zocks - available right from your Zoom meeting.

Keep track of your agenda during conversations

With Zocks’ native Zoom app, you can review key client details, past meeting summaries, proposed meeting agendas, outstanding tasks & more, and add your comments to your notepad without leaving Zoom.

Access client insights in seconds

Use the AI Assistant Ask Anything feature to access relevant client data in seconds straight from Zoom, with Zocks pulling the latest data from past meetings, emails, and all connected wealth tech.

Sync client data and tasks with a click

Zocks turns your meeting notes into structured, actionable data. Export notes, field-level client information, and tasks to your CRM and connected wealth tech with a single click.