Less time on admin, more time building client relationships
AI-power your financial practice with Zocks to Enhance efficiency, Get accurate, actionable notes, Focus on clients during meetings and Enhance client engagement.
The AI Client Intelligence Platform trusted by thousands of financial
advisors and leading broker-dealers
Calculate your ROI with Zocks
The Zocks Advantage
Enhanced efficiency with 8+ hours saved per week
Zocks saves advisors 45 minutes per client meeting, which averages out to 8 hours a week.
“The time savings allow us to dive more deeply into our clients' issues and spend more time on analysis and problem-solving. It's hard to imagine our business today without Zocks."
- 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....
Accurate, actionable notes - without recording
Specifically tailored to note formats and workflows in financial advising, Zocks delivers structured, actionable notes optimized to help you start and progress through workflows effortlessly—all 100% recording-free.
"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."
Focus on client interaction
Zocks captures all relevant information from virtual, in-person, and phone conversations, allowing you to fully focus on interacting with your clients during meetings.
"Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes."
Improved client engagement
Zocks drafts detailed emails in customizable tone, style, and format, using all client data and history, empowering advisors to respond faster with highly personalized communication.
"Zocks has gotten me back to sending a follow-up email after each meeting and my clients have noticed. My notes are more thorough than ever with Zocks and I’m not missing pertinent facts anymore."
Time savings in client communication
Zocks saves advisors 1-2 hours every day from researching and responding to clients with AI-generated, personalized draft emails that can be sent with a click.
"Generating follow-up emails to clients after financial planning and review meetings used to consume significant time and energy for me. With Zocks, I simply review and edit the generated email and send it off to the client. It is saving me significant time.”
Data-driven client insights and intelligence beyond the scope of your wealth stack
Zocks’ captures, syncs, and enriches client data across all connected sources, delivering industry-specific insights built on intelligent client profiles.
"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."
Improved compliance without impeding productivity
Zocks increases compliance with more accurate, actionable data from meetings, improved documentation, and deeper client insights—all without recordings, with you in control.
"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."
Enhanced teamwork without administrative burden
Zocks automates financial advisor workflows to enhance collaboration, efficiency, and control, saving hours of admin admin daily.
"Zocks allows team members to focus on the client conversation vs. taking notes and enables us to deliver a more personalized experience in every future conversation. No details are missed!"
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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