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Zocks closes Series A round with a total of $19.5M to empower advisory firms

Your all-in-one Client Intelligence Platform

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Trusted by thousands of financial advisors and leading firms like Carson Group, Cetera, Osaic, and RFG Advisory.

Spend less time wrangling your notes
and more time helping your clients
Save 45 minutes per meeting with Zocks, the AI Meeting Assistant for Financial Advisors

Meeting preparation

Save 20 minutes before  every meeting with AI-generated client profiles, financial summaries, meeting agendas, and insights.

Keep client records up to date with Zocks, the AI Meeting Assistant for Financial Advisors

Best-in-class note-taking

‍Save 30 minutes after every meeting with AI-generated notes and action items that are accurate, detailed, and 100% private.

Keep client records up to date with Zocks, the AI Meeting Assistant for Financial Advisors

CRM updates

‍Save 10 minutes after every client interaction with automated CRM updates including notes, tasks, email, calendar invites and client data.

Strengthen client relationships with Zocks, the AI Meeting Assistant for Financial Advisors

Personalized emails

Save 1-2 hours every day from researching and responding to client emails with AI-generated emails using your tone, past conversations, and connected data.

Start your free trialBook a demo

The Zocks Platform and APIs seamlessly integrate with your tech stack

“Zocks has been a huge game-changer for our business. We are now free to really listen during meetings, instead of trying to take detailed notes. And the notes that Zocks prepares are so much better than anything that we created before! Zocks synthesizes the meeting information and creates summaries, a list of client priorities, bullet lists of facts, and creates tasks for both our firm and our clients."
Jennifer Odom,
Chastain Wealth Management
“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.”
Jay Cranford
Buff Your Finances
"Zocks is greatly improving my efficiency with client follow-up and meeting documentation.  Generating follow-up e-mails 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 e-mail and send off to the client.  It is saving me significant time.  In addition, meeting notes are easily dropped into our CRM.  I have been needing something like this for a very long time!"
Jason Odette,
Vitalstone Financial
Get started for free in less than 10 minutes

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‍We are here for you in every step of implementing and adapting AI.

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 demo with our product experts to see how Zocks can be tailored to your practice’s needs.

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