Solution introduction
Turn conversations into actionable client insights
Zocks takes notes, automates meeting prep, drafts client emails, collects data and updates client profiles with seamless CRM and wealth stack integration
Your all-in-one AI client intelligence platform
Trusted by leading financial advisors and firms. Zocks is the privacy-first AI platform designed for solo advisors, mid-size practices, and enterprises alike.
The AI Meeting Assistant trusted and approved by the industry
- Technology designed for the highest possible note quality
- API-first with intelligence and productivity from the ground up
- Zocks #1 choice for top performing advisor teams
- Enterprise-ready workflow automation, controls, and insights
- Zocks is fully customizable to your financial practice
- Zocks is fundamentally private and secure
- Compliance is at the core of Zocks
- Return on Investment
