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Zocks

Zocks

Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book.

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Website
www.zocks.io
Categories
Productivity
Tags
# AI Assistant# Automation# Productivity# Privacy Focused# Workflow

Introduction

Zocks is a specialized AI assistant for financial advisors that turns client conversations into notes, tasks, follow-up emails, and CRM updates without storing recordings. It’s best for wealth teams that need compliant meeting prep, cleaner client records, and faster follow-through, while also spotting planning gaps across a book of business.

Features of Zocks

    Converts advisor meetings into structured notes, tasks, and email drafts

    Syncs bi-directionally with CRM and wealth planning platforms

    Processes audio live without saving meeting recordings

    Supports compliance needs with SOC 2, encryption, roles, and audit logs

    Builds searchable client profiles from meetings, emails, and documents

Use cases for Zocks

    Prepare for client reviews with CRM context and past notes

    Push approved meeting summaries and tasks into the CRM

    Draft client follow-ups after advisory calls

    Autofill onboarding and planning forms after one meeting

    Find clients with planning gaps or life events