Solution introduction
The AI assistant for financial advisors
Get 10 hours back every week to focus on your clients. Automate your meeting notes, intake forms, client emails & more
Technology designed for the highest possible note quality
Zocks sets the industry standard with unmatched accuracy, formatting precision, configurability, and security - without recordings.
Industry-leading security and compliance
Zocks is the only AI assistant built specifically for financial services security standards - without recordings, with you in control.
Scale your practice with full customization
Zocks adapts to your workflows, enabling personalization and standardization while boosting productivity for teams and firms of all sizes.
The all-in-one platform for efficient team collaboration
Zocks ensures visibility, structured workflows, smart task delegation, standardization, and security across teams, from small offices to large shops and enterprises.
