Platform

Leading financial advisors, firms, and enterprises choose Zocks for unrivaled note-taking accuracy, customization, team collaboration, client insights, security and compliance controls.

Zocks for Enterprises

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

Client insights and intelligence

Zocks provides deeper insights
on clients.

Team collaboration

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

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails and CRM data sync and seamless integration.

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.

"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

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Features

Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM 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 drafted by AI using up-to-data and historic client data.

CRM integration

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

Client profile management

Automatically collect data and sync client profiles across your CRM, notes, emails and calendar.

"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

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Integrations

Meeting

CRMs

Calendar

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Intergrations 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.

CRMs

See all CRMs

Salesforce

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

Redtail

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

Wealthbox

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

See email integrations

Microsoft Outlook

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

Gmail

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

Calendar

See calendar integrations

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.

Outlook Calendar

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

Google Calendar

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

See Zocks in action

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

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

Calendar

See all Calenders

Pricing

Resources

Blog

Webinar

Conferences

Press

Case Studies

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Recent blogs

May 23, 2025

April 2025 Product Update

May 23, 2025

The Human Side of AI: Keeping Client Relationships Personal in a Digital World

Explore more insights

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

Read our blogs

Recent webinars

Join our exclusive weekly webinars

Join us for a live session where we’ll walk you through the Zocks platform, highlighting unique configuration options, and show you how Zocks can streamline your workflow.

April 3, 2025

From Conversation to Content: AI-Powered Client Engagement for Modern Advisors

January 29, 2025

Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships

Upcoming conferences

May 27, 2025

Zocks at SNYERGY2025

Upcoming conferences

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

See conferences

Recent press

Announcements

New Website. The Redesign Story.

Partnerships

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Latest press releases

Stay up-to-date with our latest announcements, and partnership

See all press

Recent case studies

Dani Fava

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

See all case studies

Zocks Help Center

Getting started

Security and compliance

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Get started for free Book a demo

Platform

Leading financial advisors, firms, and enterprises choose Zocks for unrivaled note-taking accuracy, customization, team collaboration, client insights, security and compliance controls.

Platform overview

Zocks for Enterprises

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

Client insights and intelligence

Zocks provides deeper insights
on clients.

Team collaboration

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

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails and CRM data sync and seamless integration.

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.

"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

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Features

Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM 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 drafted by AI using up-to-data and historic client data.

CRM integration

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

Client profile management

Automatically collect data and sync client profiles across your CRM, notes, emails and calendar.

"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

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

Watch product demo

Book a demo

Integrations

Meeting

CRMs

Calendar

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Intergrations 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.

CRMs

See all CRMs

Salesforce

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

Redtail

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

Wealthbox

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

See email integrations

Microsoft Outlook

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

Gmail

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

Calendar

See calendar integrations

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.

Outlook Calendar

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

Google Calendar

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

See Zocks in action

Get started for free in less than 10 minutes our Product Experts are happy to help you in every step.

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

Calendar

See all Calenders

Pricing

Resources

Blog

Webinar

Conferences

Press

Case Studies

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Recent blogs

May 23, 2025

April 2025 Product Update

May 23, 2025

The Human Side of AI: Keeping Client Relationships Personal in a Digital World

Explore more insights

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

Read our blogs

Recent webinars

Join our exclusive weekly webinars

Join us for a live session where we’ll walk you through the Zocks platform, highlighting unique configuration options, and show you how Zocks can streamline your workflow.

April 3, 2025

From Conversation to Content: AI-Powered Client Engagement for Modern Advisors

January 29, 2025

Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships

Upcoming conferences

May 27, 2025

Zocks at SNYERGY2025

Upcoming conferences

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

See conferences

Recent press

Announcements

New Website. The Redesign Story.

Partnerships

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Latest press releases

Stay up-to-date with our latest announcements, and partnership

See all press

Recent case studies

Dani Fava

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

See all case studies

Zocks Help Center

Getting started

Security and compliance

Product demo

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Get started for free Book a demo

Press

Latest news and press releases

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

Explore our press

May 23, 2025

•

New Website. The Redesign Story.

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

Platform

Client insights and intelligence Privacy and security Compliance Customization Team collaboration Zocks for Enterprises ROI Pricing

Features

Note-taking Meeting preparation Form fill Client emails CRM integration Client profile management

Integrations

Meetings Email integration Calendar integration CRM integration

Resources

Blog Conferences Webinars Case studies Zocks help center Press

Company

About us Careers Contact us

We care about your data, and we will only use cookies to improve your experience. By using this website, you accept our Cookies Policy.

Decline Allow

Latest news and press releases

New Website. The Redesign Story.

Read more blogs

New Website. The Redesign Story.

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Get started for free in less than 10 minutes