Zocks
AI assistant for financial advisors that turns client meetings, emails and documents into
Zocks is an AI assistant for financial advisors that turns client conversations, emails, and documents into structured data and completed work without recording meetings. It addresses the administrative burden around meeting preparation, note-taking, follow-ups, form completion, and keeping client records current across an advisor's technology stack.
The platform includes note-taking with speaker attribution, meeting preparation with agendas and action items, AI-drafted client emails, form filling, document intelligence for extracting client and financial details, client queries for identifying held-away assets and planning opportunities, client profile management, and scheduling. It offers more than 40 two-way integrations with CRMs, email, calendars, and planning tools such as eMoney, along with REST APIs and the Zocks MCP Server for connecting to Claude, ChatGPT, Copilot, and internal AI tools. Customization covers meeting types, output presets, forms, emails, and integrations, while enterprise features include access controls, organizational hierarchies, reporting, and data retention policies.
Zocks is designed for solo advisors, mid-size practices, and enterprises, and can be used standalone or embedded into advisor desktops, Salesforce, and custom applications. A 14-day free trial is available.
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