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collaboration & coaching

Efficient collaboration and coaching for advisor teams

Zocks was built from the ground up to improve client servicing workflows—from sharing notes to delegating tasks or managing multiple inboxes—with team functionality and standardization controls at its core.

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The AI Client Intelligence Platform trusted by thousands of financial

advisors and leading broker-dealers

Built for teams of all sizes

Automate financial advisor workflows and task management with fine-grained access, customization, standardization, and control across teams of all sizes—whether you're working with paraplanners, associate advisors, client service teams, or multiple advisors.

Dedicated admin assistant seat

Team management features

Advisor coaching and insights

Dedicated Admin Assistant seat

Zocks’ Administrative Assistant seat empowers paraplanners and office staff to analyze meetings, sync meeting results and field-level contact updates to the connected wealth stack, and delegate tasks to team members within your CRMs.

Assistants can also manage and set up workflows for your entire office, edit and share templates and team resources with advanced filtering, and access dashboards and configuration settings.

Run and analyze meetings

Sync contact updates to connected wealth stack

Delegate tasks to team members in your CRM

Manage and share team resources

Set up defaults for multiple advisors' work

Advanced filtering for multiple advisors and teams

Team management features

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Access, sharing, and commenting

User roles andvisibility

Unified Task Management

Standardized workflows

Fine-grained controls

Onboarding and support

Team-based access, sharing and commenting

Zocks keeps your team aligned and productive with secure, configurable visibility and access across team members.

Shared access of meetings, notes, tasks, and client records across assistants, paraplanners, and advisors

Collaboration management for configuring access, ownership, and sharing settings for contacts and meeting notes within your team

Team-based commenting and intelligent filters for processing of meetings, notes, and tasks

Zocks automates admin work for financial advisor teams

Customizable user roles and visibility

Zocks adapts to your organization and workflows with multiple levels of user roles and fine-grained access control, configurable at the user, team, and enterprise levels.
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Define roles and access permissions to create structured workflows, ensure security, and maintain control over your data and across your team.

Owner - Full platform and billing control

Admin -Team management, setup, integrations

User - Financial advisors, CFPs, tax and insurance specialists

Administrative Assistant - Associates supporting meeting processing and task management

Custom Roles with different access rights for enterprises - Tailored access permissions for unique team needs (e.g., Account Manager)

Unified Task Management experience

Zocks automatically identifies and syncs action items across meeting notes, emails, and your CRM. Add, edit, and delegate tasks to your team and kick off workflows with a click.

All tasks are intelligently organized by client and team member, kept in sync with your CRM, and easy to track so nothing falls through the cracks.

Zocks automates task delegation for financial advisors

Identify and sync action items from meeting notes and emails

Add, edit, merge, and update tasks in your CRM

Find tasks related to a client under their Contact page

Find all advisor-assigned tasks in the Manage Team view

Filter tasks by client, teammate, source and status and sync with CRM

Standardized workflows tailored to your practice

Zocks ensures meeting outputs, forms, and emails are fully customizable to match your firm’s workflows, structure, and communication style to maintain consistency across teams.

To maintain the personal touch and ensure the highest level of client servicing, Zocks users can adjust templates to match their personal style.

Fully customizable Meeting Types to match any use case and workflow

Meeting Notes with custom structure using pre-built or custom prompting and order

Personalized Email Templates to match your tone, style, and format

CRM and full wealth stack integration and auto-sync for notes, contacts, field-level updates, and tasks

Fine-grained controls for firms of all sizes

Zocks connects to any firm and enterprise use case with fine-grained access control, organizational hierarchies with parent-child relationships, dashboards, reporting metrics, and secure API management.

Zocks provides access controls and hierarchies for financial firms and enterprises

Personalized onboarding and support for enterprises

We are here for your firm and advisors in every step of implementing and adapting 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.

Tailored onboarding and workflow setup

5-minute median support response time

Premium support via chat, email, and calls

Tiered support with training and escalation options

Book a demo See how it works

Close more prospects with Zocks’advisor coaching and insights

Zocks tracks and scores your team’s performance and provides actionable tips to empower advisors to improve workflows and client experience.

Assess meeting quality and effectiveness

Zocks' Meeting Scorecard evaluates client meetings using 18 key metrics grouped into Scheduling, Engagement, and Workflow Scores based on industry research and proven sales coaching standards.

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Deliver more impactful, client-focused conversations with Zocks highlighting strengths and providing actionable tips for improvement.

Zocks evaluates meeting quality and effectiveness for financial advisors

Track and improve team performance at scale

Zocks provides scalable performance tracking with workflow metrics and usage data across teams and entire firms.

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Identify top performing advisors and standout meetings, and train your team with instant, data-backed feedback, without having to review meetings manually.

Zocks tracks performance of financial advisor teams

Gain deeper client conversation insights

Track talk time, conversation topics mentioned, and gain historical intelligence into your full client servicing motion with client-, advisor-, and practice-level metrics based on data captured by Zocks and connected systems.

Zocks provides conversation insights and historical intelligence for financial advisors

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.

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Use sentiment analysis to personalize communication, build trust, align plans with emotional comfort levels, monitor retention signals, and uncover trends across clients and teams.

Zocks tracks and scores client sentiment from financial advisor conversations

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.

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14-day free trial