Zocks: AI Assistant for Financial Advisors
Zocks is designed to help financial advisors and advisory firms reduce manual administrative work. It may be useful for practices looking to automate documentation and CRM updates while maintaining client confidentiality.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- Key use cases
- Post-Meeting Administration, Client Onboarding, Client Communication, Financial Data Extraction
- Integrations
- Salesforce, Wealthbox, HubSpot, Redtail, Microsoft Dynamics 365
- Official website
- zocks.io
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
Captures structured notes from virtual, phone, and in-person meetings without storing audio recordings.
Supports filling out intake, fact finder, and account opening forms using data collected from conversations and connected systems.
Generates follow-up emails and replies to client messages based on specified tones and templates.
Extracts client and financial details from uploaded PDFs, scans, or photos to sync with CRM and planning systems.
Supports data sync with advisor-focused CRMs and financial planning tools.
Organizes key details, agendas, and action items before a meeting begins.
Use Cases
Using AI to generate meeting summaries and action items that can be synced to a CRM.
Filling out intake and account opening forms based on initial client consultations.
Drafting personalized follow-up emails and responses to client inquiries using meeting data.
Uploading financial documents to extract client details for synchronization with planning tools.
Best For
Integrations
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.
FAQ
No, Zocks is designed to be privacy-first and captures notes without creating audio recordings of conversations.
Yes, Zocks supports virtual meetings, phone calls (including landlines and VoIP), and in-person conversations via its desktop platform and mobile app.
A credit card is required to start the 14-day free trial of the Zocks platform.
Zocks integrates with several tools including eMoney, RightCapital, Orion, Holistiplan, and Wealth.com.
Source category: Finance & Accounting
Source subcategory: AI Assistant
