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Spend less time on admin
and more time helping your clients
and more time helping your clients
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
"I was initially drawn to Zocks because of its commitment to data security. What keeps me a long-term customer is its commitment to accuracy and useful information that not only saves time but helps deliver even more value for our clients.”
Doug Oosterhart
CFP, Life Point Planning
“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.”
Seth Sanborn
Financial Advisor, Legacy Financial Advisors
"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
Partner and IAT, Vitalstone Financial
“It’s the best tech for advisors – ever.
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance. Win Win Win.”
I no longer have to worry about taking notes or missing some of the details when talking with clients. I can put my complete focus on clients. Zocks captures the details and within minutes I have the meeting information broken down and summarized. I’m amazed at what Zocks picks up – items I would have missed. Better info for me, better planning for the clients and a detailed record for compliance. Win Win Win.”
Geoff Kanner
Certified Financial Planner, Kanner Financial
It’s time to level up your client engagement with Zocks
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