improve efficiency increase compliance better serve clients automate workflows scale your practice
Zocks is a privacy first, Client Intelligence Platform built specifically for Financial Services. Get structured and actionable data, and client insights from in-person and virtual client conversations - without the need for recordings.
Built to meet the needs of both individual advisors and global firms, ensuring your practice can scale while maintaining client trust, compliance, data security and privacy.
Your Client Intelligence Partner
Leading financial advisors and firms choose Zocks for unrivaled privacy, productivity, and insights
Zocks automates everything from meeting prep, note taking, and creating action items, to follow up communications, and seamlessly integrates with your CRM. Gain insights from virtual and in-person meetings — without recording conversations. Be fully engaged in every client interaction with Zocks, your Client Intelligence Partner.
API-first with intelligence & productivity from the ground up
The Zocks Platform, built with an API-first approach, includes out-of-the box integrations and REST APIs for seamless integration with your preferred tech stack. Advisors and firms can access platform functions, data or client intelligence for reporting, integration, workflow automation, or archival and supervision purposes. The Zocks Developer Console offers API key management, fine grained access control, and other capabilities to connect to any enterprise use-case.
Zocks is fundamentally private & secure
Zocks leads the industry in data security, privacy and its approach to data retention. With Zocks, you own and control your data, and you decide how much and for how long Zocks stores it.
Zocks is HIPAA Compliant and SOC 2 Type 2 Certified- User controlled Data Retention Policies at the object level with scheduled deletes by hour, day or month
- All data is processed and stored in your Geo-residency
- Supports Single-Sign On and SAML for Data Security
- Data is fully encrypted while in transit and at rest
Compliance is at the core of Zocks
Zocks is designed to increase compliance without impeding productivity. Whether capturing more and better information from client conversations, arranging and organizing structured meeting notes, or maintaining improved documentation, Zocks can help advisors and firms increase their compliance - all without the need for recordings.
- Zocks doesn’t require recordings to work
- Meeting transcripts and summaries can be permanently deleted on demand or on a scheduled basis
- Zocks can capture and report on client consent for use of AI
- Zocks never sends written communications to clients. Advisors are in control of client communications, which they initiate and control
- Your data is never used for training or improving Large Language Models (LLMs)
- Zocks supports archiving and supervision integration
- Structured data can be captured for RegBI, DOL, and KYC Regulations and reporting requirements
Zocks fits your firm like your favorite pair of socks
You can get started using Zocks in as little as 10 minutes with our out-of-the-box configurations. Zocks is also fully configurable and can be easily adapted to fit your work process over time to boost productivity for teams and firms of all sizes.
- Supports shared access and collaboration with assistants and team members
- Fully customizable Meeting Types, Meeting Note, and Email Templates to match your process, structure, style and tone.
- Self-service options for tuning the amount and types of data you want to capture
- Supports custom object mapping for CRM updates and workflow automation
Get started for free in less than 10 minutes
Get started with a 30 day free trial. 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.
