Platform

Trusted by leading financial advisors and firms, Zocks is the privacy-first AI platform designed for solo advisors, mid-size practices, and enterprises alike.

Zocks for Enterprise

Built for scale and security, Zocks automates workflows and enhances insights for enterprises.

Client insights and intelligence

Zocks provides deeper insights and historical intelligence on clients.

Team collaboration and coaching

Zocks’ all -in-one platform enhances collaboration and efficiency, adapting to your practice.

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails, and integrations.

Privacy and security

Ensure all client conversations are confidential without recording, and make sure you own and control your data.

Compliance

Maintain full compliance and accurate documentation without impeding productivity.

Return on investment

Learn how Zocks impacts productivity and client relationships.

See Zocks in action

Watch product demo

Book a demo

Features

Zocks takes notes, automates meeting prep, drafts client emails, fills forms, and updates client profiles with seamless CRM and wealth stack integration.

All use cases

Note-taking

Capture notes with unmatched accuracy, formatting precision, and configurability.

Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Form fill

Automatically fill forms using client data collected and enriched from multiple sources.

Responding to client emails

Send personalized emails and reply to clients with AI-generated, data-backed draft emails.

CRM integration

Automate tasks, workflow management and client record updates in advisor-focused CRM.

Client profile management

Automatically collect and sync client data across your CRM, notes, emails, and full wealth stack.

"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."

Jason Odette

Partner and IAT, Vitalstone Financial

See Zocks in action

Watch product demo

Book a demo

Integrations

Meeting

CRMs

Financial Planning

Forms and Client Onboarding

Portfolio management and reporting

Calendar

Integrations overview

Meeting

See meeting integrations

Virtual meetings

Zocks seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, turning virtual meetings into structured notes.

Phone calls

Capture notes from any phone call - whether you are using a personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.

In-person meetings

Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed.

Integrations overview

CRMs

See all CRMs

Redtail

Capture detailed notes and action items directly into Redtail for streamlined client management.

Salesforce

Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.

Wealthbox

Keep client records updated effortlessly with seamless note syncing and task automation.

Integrations overview

Financial Planning

View eMoney

Get the only AI assistant integrated with eMoney. Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

Integrations overview

Forms & Client Onboarding

View Precise FP

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

Portfolio management and reporting

Coming soon

Go from conversation to advice in minutes instead of days by connecting Zocks to Orion Portfolio Solutions.

Integrations overview

See email integrations

Microsoft Outlook

Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.

Gmail

Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.

Integrations overview

Calendar

See calendar integrations

Outlook Calendar

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

CRM-based calendar

Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.

Google Calendar

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

See Zocks in action

Watch product demo

Book a demo

All Integrations

Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM integration.

Meeting

All meetings

Virtual meetings

Capture notes with unmatched accuracy, formatting precision and configurability.

Phone Calls

Get organized key details, agendas, action items and client email drafts before meetings.

In-person meetings

Automatically fill forms using client data collected and enriched from multiple sources.

CRMs

See all CRMs

Financial planning

Forms and Client Onboarding

Portfolio management and reporting

Coming soon

See all Emails

Calendar

See all Calendars

Pricing

Resources

Blog

Webinars

Conferences

Press

Case Studies

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Recent blogs

July 31, 2025

July 2025 Product Update

June 11, 2025

June 2025 Product Update

Explore more insights

Dive deeper into expert perspectives, tips, and industry trends—read our latest blogs now!

Read our blogs

Webinars

Join our weekly webinars

Join us for a live session where we’ll walk you through the Zocks platform and how you can get started with AI.

August 7, 2025

Weekly webinar and live demo

July 17, 2025

Zocks + PreciseFP Integration: Turning Conversations into Operational Velocity

Upcoming conferences

August 7, 2025

Zocks at National Index Forum

August 20, 2025

Zocks at Cambrige Ignite 2025

Upcoming conferences

Meet the Zocks team live—see where we're headed next!

See conferences

Recent press

Partnerships

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Announcements

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Latest press releases

Stay up-to-date with our latest announcements, news, and partnerships.

See all press

Recent case studies

How a $6B+ Firm Modernized Advisor Operations with Zocks

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence

Latest case studies

Stay up-to-date with our latest case studies

Zocks Help Center

Financial Planning Integration

Forms & Client Onboarding Integration

Mobile application

Security and compliance

Advisor Coaching

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Get started for free Book a demo

Case study

Real success stories

See how advisory firms like yours are leveraging AI and Zocks to improve workflows, strengthen client relationships, and close more prospects.

Explore case studies

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence

How Carson Group reclaimed advisor time, improved client engagement, and scaled smarter with structured data from Zocks.

How a $6B+ Firm Modernized Advisor Operations with Zocks

After putting multiple AI tools to the test, RFG chose Zocks to automate workflows, structure client data, and scale advisor impact.

Oops! No items with this filter

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.

Get started for free Book a demo