Zocks

Zocks is the AI assistant that transforms how you interact with clients and capture, organize, and leverage client information to better serve their clients, scale their business, and grow business.

The platform saves advisors 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails and more. This sets client facing resources free to focus on what matters most: their clients.

The enterprise-ready solution transforms client conversations into structured, usable data so that firms can finally capture — and take action on — the client information they’ve always needed to grow and serve clients better. Because Zocks is built with open APIs and seamlessly integrates with the organization’s tech stack, the most valuable client intelligence now flows throughout the firm while maintaining the highest standards of data privacy and security.