AI TOOL PROFILE
Zocks: AI Assistant for Financial Advisors
- Finance and Accounting
- AI Assistant
- Solo financial advisors
- Mid-size advisory practices
- Enterprise financial firms
- Compliance-conscious advisory teams
Pricing
Plans start at $67 per user/month (billed annually) for the Essentials tier. Professional and Ultimate tiers are available at $117 and $184 per user/month respectively, all with annual billing.
At a glance
- Best for
- Solo financial advisors, Mid-size advisory practices, Enterprise financial firms, Compliance-conscious advisory teams
- Key use cases
- Post-Meeting Administration, Client Onboarding, Client Communication, Financial Data Extraction
- Integrations
- Salesforce, Wealthbox, HubSpot, Redtail, Microsoft Dynamics 365
- Official website
- Visit Zocks official website
How AI is used
Zocks is a privacy-focused AI assistant designed for the financial advisory profession. The tool supports the capture of structured notes from virtual, phone, and in-person meetings without using recordings.
It is designed for a range of users, including solo practitioners, mid-size practices, and enterprise firms. The platform is built to assist with administrative tasks following a client meeting, such as updating CRM records and drafting follow-up communications.
Beyond note-taking, the tool supports automated form filling for intake and account opening documents, and can extract data from uploaded financial documents. It integrates with various wealth tech stacks to sync client data across platforms.
Buyers should confirm how the different pricing tiers align with their needs, as features such as document intelligence and automated email replies are available in higher-priced plans.
Key Features
AI Note-Taking
Captures structured notes from virtual, phone, and in-person meetings without storing audio recordings.
Automated Form Filling
Supports filling out intake, fact finder, and account opening forms using data collected from conversations and connected systems.
Email Drafting Automation
Generates follow-up emails and replies to client messages based on specified tones and templates.
Document Intelligence
Extracts client and financial details from uploaded PDFs, scans, or photos to sync with CRM and planning systems.
CRM and Wealth Stack Integration
Supports data sync with advisor-focused CRMs and financial planning tools.
Meeting Preparation
Organizes key details, agendas, and action items before a meeting begins.
Use Cases
Post-Meeting Administration
Using AI to generate meeting summaries and action items that can be synced to a CRM.
Client Onboarding
Filling out intake and account opening forms based on initial client consultations.
Client Communication
Drafting personalized follow-up emails and responses to client inquiries using meeting data.
Financial Data Extraction
Uploading financial documents to extract client details for synchronization with planning tools.
Integrations
- Salesforce
- Wealthbox
- HubSpot
- Redtail
- Microsoft Dynamics 365
- Practifi
- SmartOffice
- AdvisorEngine
- eMoney
- RightCapital
- Orion
- Holistiplan
- Wealth.com
- PreciseFP
- Zoom
- Microsoft Teams
- Google Meet
- Webex
- Microsoft Outlook
- Gmail
- Zapier
- Smarsh
- Proofpoint
- Global Relay
FAQ
Does Zocks record client meetings?
- No, Zocks is designed to be privacy-first and captures notes without creating audio recordings of conversations.
Can Zocks be used for in-person or phone meetings?
- Yes, Zocks supports virtual meetings, phone calls (including landlines and VoIP), and in-person conversations via its desktop platform and mobile app.
What is required to start a free trial?
- A credit card is required to start the 14-day free trial of the Zocks platform.
Which financial planning tools does Zocks integrate with?
- Zocks integrates with several tools including eMoney, RightCapital, Orion, Holistiplan, and Wealth.com.
Source category: Finance & Accounting
Source subcategory: AI Assistant
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