The AI Meeting Assistant made for Financial Advisors Build Unshakeable Client Relationships by being fully engaged in every client conversation. Zocks automates meeting prep, takes detailed notes from virtual and in-person meetings, captures action items, and drafts client follow ups — all without recording client conversations. Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows. SAVE TIME Automate your meeting prep, note taking, client communications, and follow ups Zocks reduces the time spent on administrative tasks, allowing advisors to spend more time building client relationships. Meeting prep, note taking, follow-ups, and CRM updates are all automated, saving significant time and effort. PROTECT CLIENT PRIVACY AND INCREASE COMPLIANCE Zocks leads the industry in data security, privacy, and compliance controls Zocks prioritizes data security and privacy, ensuring all client conversations are confidential and compliance is maintained with proper and complete documentation. SIMPLY BETTER CLIENT CONVERSATIONS Be fully present while Zocks captures detailed notes for financial planning, wealth management, tax and insurance planning Designed specifically for financial advisors, Zocks frees you up to fully engage with your clients, while automatically capturing all the important details from virtual or in-person meetings. LEVEL UP YOUR CLIENT EXPERIENCE Enhance the consistency, timeliness, and personalization of follow up communications Zocks captures and organizes structured meeting notes ensuring consistency across your clients and firm, and creates action items and follow up emails in your tone, style, and format. CLIENT INTELLIGENCE AND INSIGHTS FROM CONVERSATIONS Intelligently build client profiles and gain new insights across conversions Zocks builds comprehensive client profiles across conversations and time, which provides advisors valuable insights, helping them better serve their clients and identify opportunities across households. Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity.

Zocks is a privacy-first AI platform designed to assist financial advisors in capturing key client insights and streamlining workflows. It transforms client conversations into structured, actionable data, providing advisors with a centralized view of client information. This capability enhances advisor-client engagement and helps manage the complexities of client communication.

One of Zocks' key features is its ability to build comprehensive Client Profiles, consolidating data from various client meetings into a single, accessible place. This integration allows advisors to maintain accurate and up-to-date records, which are crucial for compliance and post-meeting workflows. The platform is designed to be compatible with existing tech stacks, such as customer relationship management (CRM) systems, facilitating seamless integration with current tools and processes.

By automating notetaking tasks, Zocks reduces the administrative burden on advisors, enabling them to focus on providing high-quality client service. The platform provides efficient solutions for recording meeting notes, creating task lists, and sending meeting summaries to clients, thereby enhancing overall productivity and client satisfaction. Zocks is particularly useful for both solo advisors and larger teams seeking to leverage AI technology to streamline client communication workflows.

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Website: zocks.io

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