What is Zocks?
Zocks is an AI-powered platform designed specifically for financial advisors to eliminate administrative bottlenecks and reclaim valuable time. It automates the entire meeting lifecycle—from preparation and note-taking to CRM updates and client follow-ups. This allows you to move beyond manual tasks and dedicate your full attention to what you do best: advising your clients and strengthening relationships.
Key Features
✍️ Capture Detailed Notes, Not Recordings Focus completely on your client, not on your notepad. Zocks captures key details, decisions, and action items from virtual, in-person, and phone meetings with exceptional accuracy. Crucially, it achieves this without recording audio, protecting client privacy and ensuring trust and compliance are built into the process from the ground up.
🗓️ Automate Your Meeting Preparation Walk into every client conversation fully prepared in seconds. Zocks automatically pulls real-time client data from your CRM, emails, and past meeting notes to generate concise summaries, proposed agendas, and key talking points. You get the context you need, precisely when you need it.
🔄 Keep Your CRM Instantly Updated Eliminate the chore of manual data entry. Zocks automatically syncs client data, meeting notes, emails, and tasks directly to your CRM (including Salesforce, Redtail, and more). This ensures your records are always accurate, compliant, and complete, providing a single source of truth for your entire team.
📨 Draft Personalized Client Emails in a Click Send timely, accurate follow-up emails without the effort. Zocks uses the client's history and the details from your latest meeting to draft personalized emails that reflect your professional tone and style. Review, edit if needed, and send—turning a 20-minute task into a 20-second one.
How Zocks Solves Your Problems:
For Your Client Review Meetings: Before the meeting, Zocks prepares a draft agenda and summary of the client's recent activity. During the call, you can engage fully while Zocks captures all action items. Afterward, it instantly drafts a follow-up email and syncs the detailed notes and new tasks directly into the client's CRM profile, ensuring nothing is missed.
For New Client Onboarding: During an initial discovery call, Zocks captures key financial and personal details. It then uses this information to automatically populate intake forms and create a new, enriched client profile in your CRM, instantly kicking off your onboarding workflow without manual transcription or data entry.
For Team-Wide Efficiency: Zocks ensures seamless collaboration. When an advisor finishes a meeting, the notes and tasks are immediately structured and available. An assistant can then execute the follow-up tasks without delay, and the entire team has full visibility into the latest client interactions, all logged accurately in the CRM.
Unique Advantages
Privacy-First, Compliance-Core Architecture: Zocks is the only AI assistant built specifically for the security and compliance standards of the financial services industry. The "no-recording" design is fundamental, giving you and your clients peace of mind. You retain full control and ownership of your data.
Proprietary, Industry-Specific AI: Zocks isn't a generic AI tool. It runs on a proprietary multi-agent AI system, where specialized agents are trained to handle specific financial advisor workflows—from note-taking to CRM updates. This results in higher accuracy and more relevant outputs than a one-size-fits-all solution.
Conclusion:
Zocks is more than an AI note-taker; it's a comprehensive client intelligence platform that transforms your administrative overhead into a strategic advantage. By automating the routine tasks that consume your day, Zocks frees you to focus on delivering personalized advice, building deeper trust, and ultimately, growing your practice.
Explore how Zocks can bring a new level of efficiency and focus to your work!
More information on Zocks
Launched
2022-02
Pricing Model
Freemium
Starting Price
$80 monthly/users
Global Rank
311740
Follow
Month Visit
91.1K
Tech used
Top 5 Countries
96.49%
1.1%
0.68%
0.55%
0.53%
United States
United Kingdom
Hungary
India
France
Traffic Sources
2.07%
0.87%
0.07%
4.84%
22.65%
69.5%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Zocks was manually vetted by our editorial team and was first featured on 2025-07-13.
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