Zocks

Description

Zocks (zocks.io) is an AI client-intelligence platform built specifically for financial advisors and wealth management firms. It automates the administrative work around client meetings — capturing structured notes, preparing meeting agendas, filling intake and fact-finder forms, drafting client emails, and updating CRM and planning systems — so advisors can focus on clients.

A defining feature is that Zocks works without recording meetings. Its proprietary AI accurately attributes speakers and organizes notes by person, even in multi-participant conversations, across in-person, virtual and phone meetings, with mobile apps for iOS and Android. It captures life events and opportunities from conversations and emails to trigger workflows, and uses document intelligence to pull financial details from documents into connected systems.

Zocks is API-first with out-of-the-box CRM integrations, REST APIs and an MCP server that connects to the wider wealth-tech stack and general AI tools like Claude and ChatGPT, with real-time two-way data flows. It emphasizes security and compliance, is SOC 2 Type II certified, integrates with archiving tools like Smarsh and Global Relay, and gives firms control over data residency and retention. A 14-day free trial is available.

Zocks's Core Features

• AI meeting notes with speaker attribution, without recordings

• Meeting preparation and agenda generation

• Automatic intake and fact-finder form fill

• Client email drafting and responses

• CRM and planning-system updates with two-way sync

• Document intelligence to capture financial details

• Life-event and opportunity capture to trigger workflows

• API-first with REST APIs and an MCP server

How to use Zocks?

1. 1

   Connect your stack: Integrate Zocks with your CRM, email, calendar and planning tools.

2. 2

   Capture the meeting: Use the desktop or mobile app for in-person, virtual or phone conversations.

3. 3

   Get structured notes: Zocks generates notes attributed by speaker without recording.

4. 4

   Auto-fill and draft: Let it fill forms and draft follow-up client emails.

5. 5

   Sync to systems: Push captured data and updates to your CRM and planning tools.

Zocks's Use Cases

• Automated meeting notes
• Form and CRM automation
• Client follow-ups
• Advisory teams

FAQ from Zocks

• Does Zocks record meetings?

  No. Zocks generates accurate, speaker-attributed notes without recording meetings, across in-person, virtual and phone conversations.

• Which meeting types does it support?

  In-person conversations via desktop and mobile apps, virtual meetings, and any phone call from mobile, landline, VoIP or UCaaS solutions.

• What integrations does it offer?

  Out-of-the-box CRM integrations, REST APIs, an MCP server, and connections to email, calendars, planning tools, and archives like Smarsh, Global Relay and Proofpoint.

• Is it secure and compliant?

  Zocks is SOC 2 Type II certified, gives firms control over data residency, ownership and access, and passes rigorous financial-services security reviews.

• Is there a free trial?

  Yes. A 14-day free trial is available; a credit card is required to start it.