Effortless CRM sync

Zocks supports all major advisor CRMs:

Automated note taking for virtual and in-person meetings

Automated meeting prep with the click of a button

Analyze virtual or in person meetings without recording

1-click CRM sync

Zocks saves you 30 minutes on average per meeting by creating follow-up emails, tasks, client profiles that can be pushed to your CRM with one click all while being compliant with its unique no-recording solution.

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

Jason Odette,

Partner and IAT, Vitalstone Financial

Start your CRM workflow

Launch and manage pre-set workflows directly from Zocks, activating CRM tasks instantly.

You control your data with user or firm defined data retention policies

Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity

Watch the video to learn more aboutCRM integration

Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.

Ready to have your socks knocked off by Zocks?

Get started for free in less than 10 minutes

Get started with a 30 day free trial. 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.

Start your free trial