Zocks

What is Zocks

Zocks is a privacy-first AI platform designed specifically for financial advisors and wealth management firms. It automates operational tasks such as meeting notes, client emails, form filling, CRM updates, and financial plans, helping advisors save over 10 hours per week. Trusted by 5,000+ firms, Zocks integrates with existing tech stacks and is available on web, iOS, and Android.

How to use Zocks

1. Sign up at the Zocks console or download the mobile app from the App Store or Google Play.
2. Connect your tools – Integrate Zocks with your CRM, email, and wealth stack (e.g., eMoney).
3. Configure meeting types – Set up custom meeting templates, output presets, and workflows.
4. Start a meeting – Zocks automatically captures notes with speaker attribution and high accuracy.
5. Automate follow-ups – Generate client email drafts, fill forms, and update client profiles with AI.
6. Use Client Queries – Ask book-wide questions to surface planning opportunities, held-away assets, and life events.

Features of Zocks

• AI Meeting Notes – Capture notes with unmatched accuracy, speaker attribution, 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 from multiple sources.
• Document Intelligence – Extract and sync client and financial details from documents to CRM and eMoney.
• Client Email Drafts – Send personalized, AI-generated email replies backed by client data.
• Client Queries – Surface held-away assets, planning opportunities, and major life events across your book.
• Client Profile Management – Automatically collect and sync client data across CRM, notes, emails, and wealth stack.
• Integrations – Connect with CRMs, email inboxes, and other wealth management tools.
• Team Collaboration & Coaching – Enhance team efficiency with shared intelligence.
• Customization – Tailor meeting types, output presets, forms, emails, and integrations to your workflows.
• Privacy & Security – All client conversations are confidential, never recorded; you own and control your data.
• Compliance – Maintain full compliance with accurate documentation.
• Zocks MCP – Connect Claude, ChatGPT, and other AI tools directly to your client intelligence.

Use Cases of Zocks

• Solo advisors – Automate note-taking, follow-ups, and client updates to focus on clients.
• Mid-size practices – Streamline team collaboration, coaching, and client profile management.
• Enterprises – Deploy AI across the organization with privacy, security, reporting, and controls.
• Client meetings – Capture notes, prepare agendas, and draft emails automatically.
• Form filling – Pre-fill client forms using data from notes, documents, and CRM.
• Document processing – Extract key details from financial documents and sync to systems.
• Client queries – Ask questions like "Which clients have held-away assets?" to uncover opportunities.

FAQ

Is Zocks secure? Yes. All client conversations are confidential and never recorded. You own and control your data. Zocks is privacy-first and compliant with industry standards.

What platforms does Zocks support? Zocks is available on web, iOS, and Android.

Can Zocks integrate with my existing tools? Yes. Zocks integrates with CRMs, email inboxes, eMoney, and other wealth management systems.

Who is Zocks for? Zocks is designed for financial advisors, wealth management firms, solo advisors, mid-size practices, and enterprises.

How much time can I save? Zocks claims to save 10+ hours per week by automating operational tasks.