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AI assistant for financial advisors
Zocks is a financial advisor meeting AI agent offering a privacy-first AI assistant that captures client meetings, drafts notes and updates CRM for financial advisors. Founded in 2023 and based in Chicago, Illinois, USA, Zocks helps financial advisors and wealth firms automate AI for financial advisors work and get results faster.
Zocks takes audio and documents as input and produces text and CRM data. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Zoom, Google Meet, Microsoft Teams and Salesforce, so the agent works inside existing workflows.
Zocks is built for financial advisors and wealth firms. It suits teams that want meeting notes and CRM data entry without adding headcount, while keeping people in control of review and final decisions.
Zocks is often compared with Jump. Zocks stands out for meeting notes and compliance-ready records. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Zocks for individuals and growing teams. See zocks.io for current pricing.
Zocks for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Meeting notes | , | |
| CRM data entry | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Compliance-ready records | , | |
| Follow-up drafts | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
CRM
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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