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Intelligence & productivity from the ground up
Zocks’ own AI architecture captures and enriches client data in real time, delivering insights beyond CRM data, all through purpose-built AI agents specialized for financial workflows.
Built for Wealth Management, financial planning, insurance, and tax
Zocks’ AI architecture is purpose-built for the financial services industry, with dedicated AI agents optimized for capturing and formatting notes, form filling, and workflow automation across wealth management, planning, insurance, and tax use cases.
- 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....
Turn conversations into structured data
Zocks is built to turn unstructured meeting notes into structured, actionable data optimized to help you start and progress through workflows effortlessly.
Beyond formatting meeting summaries, automating tasks, and drafting emails, Zocks creates structured data for field-level CRM and client record updates, automatically detecting and syncing missing or outdated information into your CRM from all historical data across past meetings, emails, calendar, and connected systems. Utilizing aggregated data, Zocks dynamically builds and maintains client profiles, auto-fills custom forms with a click, and pulls specific client data in seconds.
Client profiles beyond the scope of your CRM and wealth stack
Zocks dynamically creates and updates client profiles by collecting, enriching, and syncing custom client data across meeting notes, emails, calendar, and advisor-focused CRMs, and your full wealth stack through seamless integration.
Zocks tracks historical data and changes over time, citing the source and time of data capture, and providing deeper insights for conversion metrics, behavioral analysis, trends in client questions and client segmentation.
Get specific information in seconds from Zocks’ AI Assistant
Zocks’ AI Assistant creates meeting summaries, personalizes your draft emails, and allows you to instantly get accurate, detailed answers to any client-related question.
Simply ask anything to pull up-to-date data and historical insights from past conversations, contact information, emails, your CRM, and financial planning system. Zocks cites the source of the information, and directly links the meeting where the data was captured for further review.
Gain deeper client insights and intelligence with Zocks’ Analytics Hub
The Analytics Hub provides deep insights and historical intelligence into your full client servicing motion with client-, advisor-, and practice-level metrics based on data in Zocks and in connected systems.
Track trends, behaviours, and client engagement data over time to optimize your workflows.
Tune into your clients with Zocks’ Sentiment Analysis
Zocks’ AI Assistant tracks and scores client sentiment in meetings to reveal reactions to key topics and overall impressions.
Use sentiment analysis to personalize communication, build trust, align plans with emotional comfort levels, monitor retention signals, and uncover trends across clients and teams.
