Zocks

Automates advisor meeting notes, email, forms.

What is Zocks? Zocks is an AI assistant for financial advisors that automates meeting notes, client emails, forms, and CRM updates so advisory teams can reclaim hours of admin work each week. It targets solo advisors, independent RIAs, broker-dealer networks, and large enterprises that need privacy-first workflows and tight compliance. By turning client conversations, documents, and emails into structured data across the wealth stack, it gives firms a live view of client needs and opportunities. Key Features: Zocks Meetings: Prepares agendas, pulls key client details, takes structured notes with speaker attribution, updates CRM and planning tools, and drafts follow-up emails after every meeting. Zocks Forms: Automatically fills intake, fact finder, and account opening forms using client data collected and enriched from CRMs, planning tools, and past meetings. Zocks Email: Generates detailed, personalized draft replies to client emails based on current records and past conversations, so advisors can respond quickly without starting from scratch. Client Queries & Insights: Surfaces held-away assets, life events, and planning opportunities from meeting transcripts, CRM data, and email, then reports on topics and impact across the book of business.