Zocks
AI assistant for financial advisors that automates meeting notes, emails, and forms
About Zocks
Zocks is a privacy-first AI assistant built for financial advisors that captures client meetings without recording, generates structured notes, and syncs key data into your CRM and wealth stack. It also automates follow-up emails, form-filling, and client intelligence so advisors can focus on relationships instead of documentation.
Pros & Cons
Pros
- Purpose-built for financial advisors with deep CRM and wealth stack integrations
- No audio recording approach reduces compliance and privacy risk
- SOC 2 Type II certified with strong data ownership controls
- Accurate speaker identification across multiple participants
- Automates form-filling and follow-up emails beyond just notes
Cons
- Pricing is higher than general-purpose AI note takers
- Niche focus on financial advisors limits use for other industries
- Enterprise features require custom pricing conversation
- Learning curve to configure CRM and wealth stack integrations
Key Features
Recording-Free Note Taking
Captures in-person, virtual, and phone meetings with high-accuracy speaker identification and no audio recording stored.
CRM & Wealth Stack Integration
Automatically syncs client data, meeting notes, and action items into your existing CRM and financial planning tools.
Client Intelligence
Organizes data from meetings, CRM, and email to surface life events, referral opportunities, and follow-up actions.
Meeting Prep & Live Insights
Provides pre-meeting briefings and live agenda tracking to keep advisors and associates aligned during conversations.
Automated Follow-Up Emails
Drafts personalized follow-up emails and recap messages based on meeting content.
Form & Document Automation
Auto-fills compliance forms, account paperwork, and financial documents from captured client data.
Speaker & Role Differentiation
Distinguishes between multiple clients, advisors, and external professionals in the same meeting for accurate attribution.
Enterprise-Grade Security
SOC 2 Type II certified with data residency controls, granular permissions, and bank-level compliance safeguards.
Pricing
- AI note-taking with no recording
- CRM integrations
- Automated follow-up emails
- Standard meeting templates
- Everything in Solo
- Advanced client intelligence
- Meeting prep & live insights
- Form automation
- Team collaboration features
- Everything in Team
- Data residency controls
- Custom security reviews
- SSO and granular permissions
- Dedicated support
Best For
Client Review Meetings
Capture structured notes and action items from quarterly client review meetings and sync directly to the advisor's CRM.
Prospect Discovery Calls
Identify life events, financial goals, and follow-up opportunities from discovery conversations without taking manual notes.
Compliance Documentation
Generate consistent, audit-ready meeting records that satisfy regulatory documentation requirements for RIAs and broker-dealers.
Associate Training
Live insights and agenda tracking help junior advisors learn to run meetings like senior team members.
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