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Zocks is an AI assistant for financial advisors that automates meeting notes, emails, forms, and CRM updates. It helps advisors save over 10 hours a week, allowing them to focus more on client relationships.
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About
Zocks is a privacy-first AI platform specifically designed for financial advisors and wealth management firms. It automates a wide range of administrative tasks, including capturing accurate meeting notes with speaker attribution, preparing for meetings with key details and agendas, drafting personalized client emails, and automatically filling out forms like client intake and account openings. The platform integrates seamlessly with existing CRMs and wealth management tools, ensuring client profiles are always up-to-date. Zocks also offers advanced features like document intelligence to extract financial details and client insights for deeper understanding. Trusted by over 5,000 firms, Zocks aims to enhance productivity, ensure compliance, and improve client relationships by freeing up advisors from tedious admin work.
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Pricing & Plans
Freemium · Enterprise
Not publicly disclosed. Check zocks.io for current pricing.
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