Zocks

What is Zocks?

Zocks is an AI assistant for financial advisors that automates meeting preparation, note-taking, CRM updates, and client onboarding tasks. It is designed for registered investment advisors and wealth management firms. The platform does not record client conversations or use client data to train language models.

What are the features of Zocks?

• Meeting preparation

  Generates agendas, key details, action items, and client email drafts before scheduled meetings.
• Automated note-taking

  Captures meeting notes with speaker attribution without recording the audio of client conversations.
• Form filling

  Automatically completes intake forms and account applications using client data collected from meetings, emails, and documents.
• Document intelligence

  Extracts client and financial details from documents and syncs them to CRM systems and eMoney.
• Client queries

  Surfaces held-away assets, planning opportunities, and major life events across an advisor's book of business.
• Model Context Protocol (Zocks MCP)

  Connects client intelligence data to external AI tools such as Claude, ChatGPT, and Copilot.

What are the use cases of Zocks?

• Financial plan construction

  Updates hundreds of fields in planning tools after a client meeting or document receipt to accelerate plan building.
• Client onboarding

  Captures information from multiple sources to complete applications, update systems, and initiate onboarding workflows.
• Enterprise deployment

  Provides access controls, reporting, and compliance documentation for rolling out the platform across advisory organizations.

Zocks Pricing Information:

• Free trial

  14-day free trial with full access to the platform.