Zocks

What is Zocks?

Zocks is a privacy-first AI assistant for financial advisors of all sizes. It automates meeting preparation, note-taking, CRM updates and follow-up emails around client meetings.

Key capabilities of Zocks

• Meeting workflow: Scheduling, preparation, notes, CRM updates and follow-up drafts
• Planning integration: Auto-populates hundreds of fields in planning tools after meetings
• Client onboarding: Fills intake forms and account applications
• Client intelligence: Finds held-away assets, unmet planning needs and life events
• Document processing: Extracts financial details from documents into the CRM
• Email responses: Generates personalized client replies
• MCP connector: Connects to Claude, ChatGPT and other AI tools

How Zocks works

Zocks captures what is said in a client meeting without recording conversations, drafts the notes and pushes structured data into the CRM and planning tools through 40+ two-way integrations. It reports 370+ auto-synced fields in eMoney.

Who uses Zocks?

Wealth and financial advisory firms. Zocks reports 5,000+ firms, including 7 of 9 Barron's top mega-RIAs and 2 of 3 top life insurance carriers, and a 4.8 G2 rating across 600+ reviews.

Zocks pricing

Zocks does not list prices on the page reviewed. It offers a 14-day free trial with full platform access.

Zocks alternatives

Alternatives include Supernormal for general meeting notes, Sembly AI for meeting transcription, and Tactiq for note capture in browser meetings.