Zocks

What is Zocks?

Zocks is an enterprise-grade AI platform built specifically for financial advisors and firms. Founded in 2022, it transforms client interactions into structured, actionable intelligence while maintaining the personal touch essential to client relationships. Rather than recording conversations, Zocks captures key details from virtual, in-person, and phone meetings with unmatched accuracy. The platform automates administrative tasks including note-taking, meeting preparation, intake form filling, client email drafting, document processing, and CRM auto-sync. With deep integrations across CRMs and wealth management tools, Zocks saves financial advisors 10+ hours weekly while strengthening client trust and fueling business growth.

Key Features

• Advanced Note-Taking Without Recordings

  Captures every key detail from virtual, in-person, and phone meetings with unmatched accuracy and speaker attribution, without recording a single word.

• Automated Meeting Preparation

  Generates summaries, agendas, action items, and pre-meeting emails by pulling real-time client data from CRM, emails, and connected systems.

• Intelligent Form Filling

  Auto-fills intake forms, fact finder sheets, and account opening documents by extracting data from conversations, kicking off workflows like client onboarding instantly.

• Client Email Drafting

  Writes accurate follow-up emails in the advisor's tone and style using client history from CRM, inbox, and past meetings for fast personal service.

• Deep CRM and Wealth Stack Integration

  Auto-syncs client data, notes, emails, and tasks across CRMs and planning tools like eMoney, RightCapital, and Orion with API-first architecture.

• Enterprise-Grade Security & Compliance

  HIPAA compliant and SOC 2 Type 2 certified with end-to-end encryption, SSO, two-factor authentication, and user-controlled data retention policies.

Use Cases

• Client Meeting Documentation : Financial advisors capture thorough meeting notes and summaries without manual note-taking, staying present with clients during conversations.
• Client Onboarding Automation : Quickly fill intake and account opening forms from conversation data to close more prospects and improve client experience.
• Personalized Client Communication : Draft tailored follow-up emails and responses in seconds using full client context from meeting history and CRM records.
• Financial Planning Workflow : Extract client data from conversations and documents to automatically populate financial planning tools, accelerating time to advice.
• Team Collaboration & Standardization : Enable visibility, structured workflows, and smart task delegation across advisor teams from small offices to large enterprises.

FAQs