Zocks | AI for Advisors

Zocks is an AI-powered meeting assistant designed specifically for financial advisors. The platform automates meeting prep, takes detailed notes from virtual and in-person meetings, captures action items, and drafts client follow-ups, all without recording client conversations. Zocks integrates seamlessly with popular CRM systems like Wealthbox, Redtail, and Salesforce, ensuring client records are up-to-date, tasks are created, and workflows are initiated.

Zocks prioritizes data security and privacy, holding a SOC 2 Type 2 Certification. The company is focused on helping advisors save time and improve their client experience by providing them with a more efficient way to manage their meetings and follow-ups. Zocks is committed to providing advisors with the tools they need to build strong client relationships and grow their businesses.

Zocks is an AI-powered meeting assistant specifically designed for financial advisors. Their mission is to help advisors build unshakeable client relationships by automating meeting preparation, note-taking, and follow-up communications. Zocks' privacy-first approach ensures that client conversations are never recorded, while seamless CRM integrations streamline workflows and provide valuable insights. By leveraging AI, Zocks aims to free advisors from administrative burdens, allowing them to focus on building trust and delivering exceptional client experiences.

Zocks promotes a culture focused on innovation, efficiency, and client-centricity. They emphasize using technology and AI to improve the financial advisor experience, ultimately enabling advisors to build stronger relationships with their clients by freeing them from administrative tasks and allowing them to be fully present during meetings. Their company website showcases customer testimonials highlighting the positive impact of Zocks on advisor productivity and client engagement, fostering a collaborative and supportive environment.