Zocks

Zocks is the #1 AI assistant designed specifically for financial advisors and wealth management firms. It automates critical administrative tasks such as capturing detailed meeting notes with speaker attribution, preparing for client meetings, drafting personalized client emails, and automatically filling out forms. Zocks seamlessly integrates with CRMs and other wealth stack tools to update client profiles, extract data from documents, and provide valuable client insights. Trusted by thousands of firms, Zocks enhances productivity, ensures compliance, and allows advisors to dedicate more time to client relationships. Available on web, iOS, and Android.