Zocks
What is Zocks?
Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week. Now invest that time in growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds. Surface life events, flag planning gaps, and anticipate client needs. Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks. Learn more at zocks.io.
How to use Zocks?
Before a meeting: Zocks pulls context from your CRM and past meeting notes to auto-generate a prep brief: key client details, agenda, open action items, and a draft follow-up email. You go into the call already organized. During a meeting: You invite the Zocks AI assistant to join (via calendar invite, or it auto-joins based on your settings). It listens and captures everything in real time — no recording stored. It handles speaker attribution even in multi-person calls. After the meeting: Zocks processes the conversation and produces: structured notes (in your chosen format/meeting type), tasks, a follow-up email draft, and any forms pre-filled with client data. You review, edit if needed, and push to your CRM with one click. Ongoing: Client profiles in Zocks build up over time from meetings, emails, and documents. You can "ask anything" about a client, pull intelligence across your whole book, and use the Zocks MCP to pipe that data into Claude, ChatGPT, or other AI tools. The key workflow differentiator: no recording is stored, which addresses compliance concerns — Zocks processes the audio in real time and discards it.
Zocks's Core Features
Built exclusively for financial advisors, not a general AI tool
Privacy-first: no audio or video recording
Deep two-way CRM + wealth-stack integrations
SOC 2 Type 2 certified, encryption at rest + in transit
Built for SEC/FINRA documentation requirements
Role-based access controls with audit logs
Zocks's Use Cases
AI Meeting Notes
Meeting Preparation
Client Email Drafts
Form Autofill
CRM Sync
Client Profile Management
Document Intelligence
Conversation Analytics
FAQ from Zocks
Does Zocks record client meetings?
Which CRMs does Zocks integrate with?
Does Zocks work for in-person and phone meetings, not just video calls?
How does Zocks compare to Jump for CRM updates?
Is Zocks a better fit for larger advisory firms than Jump?
How do Zocks and Jump compare in independent reviews?
Zocks Support Email & Customer service contact & Refund contact etc.
More Contact, visit the contact us page(https://www.zocks.io/contact-us)
Zocks Company
Zocks Company name: Zocks .
Zocks Company address: .
More about Zocks, Please visit the about us page(https://www.zocks.io/about-us).
Zocks Login
Zocks Login Link: https://console.zocks.io/login
Zocks Sign up
Zocks Sign up Link: https://console.zocks.io/signup
Zocks Facebook
Zocks Facebook Link: https://www.facebook.com/zocks.io/
Zocks Youtube
Zocks Youtube Link: https://www.youtube.com/@Zocks-Communications
Zocks Linkedin
Zocks Linkedin Link: https://www.linkedin.com/company/zocks/
Zocks Twitter
Zocks Twitter Link: https://twitter.com/zocksio
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