The privacy-first AI platform for financial enterprises
Backed with funding of $19.5 million by Lightspeed, Motive Ventures, Global Founders Capital, and Ascend, Zocks is the trusted AI platform of leading financial firms like Osaic, Carson Group and RFG Advisory.
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AI-Powered Client Servicing at Scale
Automate client workflows and gain deeper insights with enterprise-grade access controls, privacy, and compliance safeguards.
Insights and metrics beyond your wealth stack
Zocks builds intelligent client profiles by capturing, syncing, and enriching data from your CRM, meetings, emails, calendar, and connected platforms. Identify trends, track behavioral changes, and gain client- and enterprise-level insights beyond the scope of your CRM and wealth stack. Zocks also tracks platform usage, so you can ensure it drives real value and doesn’t become just another piece of shelfware.
Enterprise hierarchy management
Zocks supports complex organizational structures with built-in hierarchy controls, making it simple to enforce and override firm-wide policies while supporting multi-entity operations.
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Privacy, security, and data control in your hands
Zocks was built from the ground up as a privacy-first AI platform with enterprise-grade data security and controls at its core. Zocks’ fully own platform ensures secure API management with full control over subprocessors.
Compliance from
the core
Zocks improves compliance without impeding productivity, delivering accurate, actionable data from meetings, improved documentation, and deeper client insights—all without recordings, keeping you in full control.
Advanced user roles
and team controls
Manage large teams effortlessly with granular access, flexible sharing mechanisms, and smart collaboration features for efficient teamwork, while Zocks ensures that sensitive data is available to authorized users only.
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Customization,
standardization and
extensibility
Standardize meetings, notes, forms, and workflows with enterprise-wide presets, while empowering advisors to personalize meeting outputs and communications to match their style and client needs. With deep configurability and extensibility across user roles, data, and integrations, Zocks adapts to complex organizational structures and enterprise needs.
Advanced, enterprise-ready integrations
Zocks seamlessly integrates with advisor-focused CRMs and your full tech stack, turning conversations into structured data and syncing client information across all connected systems. Supporting custom mapping and field-level updates, Zocks adapts to enterprise environments with even the most customized CRM setups.
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Onboarding and support
tailored to your enterprise
We are here for your firm and advisors in every step of implementing and adopting AI. Whether you're onboarding a small team or deploying firm-wide, Zocks offers fast, hands-on support, with onboarding and support structures tailored to your enterprise.
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How Zocks makes a difference
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."
"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."
“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."
"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."
“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”
"Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance."
"At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable."
“We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.”
Get started for free in less than 10 minutes
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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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