The privacy-first AI platform for financial services

AI is an unprecedented opportunity to increase advisor productivity. With Zocks, you have all the privacy, security, reporting, and controls you need to deploy it across your organization.

Book a demo Start free trial

Zock's graphic displaying separated layers.

Trusted by the industry’s top firms

Why Zocks?

Increase advisor productivity

Serve more households and capture more opportunities from tier 2 and 3 clients

Get the client data you need to grow AUM

Turn client conversations into data, then use it to improve lead conversion, upsell, and cross-sell programs

Recruit & retain more advisors

Give advisors AI to acquire more clients, capture more assets, and scale their practices

Manage a world-class AI program, at any scale

Get the most integrated AI platform in financial services

Out of the box email, CRM, planning, portfolio, tax, and other integrations

Rich APIs, data lake and enterprise integration patterns to work with your systems

Easily integrate with your custom systems, regardless of the language they’re written in

Zocks integration graphic showcasing apps it integrates with

Simplify deployment with scalable user management controls

Automatically create, organize, and manage users across your enterprise

Directory integration (LDAP) maps your organization's hierarchy to policies in Zocks

Ensure people have access to the exact capabilities they need, but no more

Report on deployment, license usage, and more

Atlas Financial Group organizational hierarchy with parent and child accounts

Know your clients like never before

See ROI, time saved, how your clients are changing, client questions and answers, sentiment analysis, and more

Customizable dashboarding in Zocks to visualize data or deliver structured client data into your data lake

View key metrics across a team, division, line of business, geography, or entire firm

Zocks bar chart showing clients with young child

Learn from your best advisors

Real-time scorecards on how your best advisors handle meetings, topics, and more

See strengths and weaknesses across associates and new advisors to get everyone working like your top advisor

Get the most policy configuration settings in the industry

Configure data capture, retention, PII, approved integrations, access, control, and more

Set individual policies for each line of business, office, or corporate organization

PII Redaction Categories selection menu with unchecked information types

Success stories

“We had 400 advisors up and running within about a month. They required almost no training. Zocks is incredibly intuitive.”

Read case study

Dani Fava

Chief Strategy Officer, Carson Group

“Zocks quickly emerged as the clear choice. The platform is purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one.”

Read the release

Chris Blotto

SVP, Chief Digital & Information Officer, Commonwealth

“We were looking for more than just a tool—we needed a partner with a bold product vision and a roadmap that matched our pace. Zocks shares that mindset, and that’s what sets them apart.”

Read case study

Jordan Hutchison

VP Technology and Operations

See all customer stories

Zocks supports you every step of the way

Enterprise support

Zocks provides enterprise-grade support by phone, chat, email, or live meetings—backed by priority SLAs.

Technical implementation

Your dedicated implementation manager supports you from pilot, to initial deployment, through to advanced integrations and workflows as your program matures.

Account management

A dedicated account manager ensures your firm maximizes ROI—driving adoption, best practices, and AI maturity across the enterprise.

Ready to empower your advisors?

Use the calendar to schedule time with one of our product experts. We’ll show you the platform, explore use cases for your team, and help your firm get started.