Zocks NEW

Zocks is an AI assistant for financial advisors that automates meeting notes, email drafting, form filling, and client profile updates.Designed for solo advisors, mid-size practices, and enterprises, zocks integrates with CRMs, email inboxes, and wealth-stack tools to centralize client data and streamline workflows.

Features include automated meeting transcription with speaker attribution, meeting preparation (agendas and action items), and configurable output presets for notes, forms, and follow-up emails.Document intelligence extracts financial details from statements and syncs them to client profiles and planning tools.

Workflows support customization, team collaboration, coaching, and reporting while providing admin controls for data access, security, and compliance.Connectors and an MCP layer enable use of external AI models (e.

g., Claude, ChatGPT) and native plugins for expanded automation and analytics.

Key Features

• Automated meeting transcription and notes with speaker attribution
• Configurable output presets for notes, forms, and follow-up emails
• Automated form filling and document intelligence that extracts financial data and syncs to client profiles and planning tools
• Integrations with CRMs, email inboxes, and wealth-stack tools to centralize and sync client data
• Connectors and an MCP layer enabling use of external AI models (e.g., Claude, ChatGPT) and native plugins for automation and analytics

Use Cases

• Turn client meetings into actionable follow-ups using Zocks by transcribing conversations with speaker attribution, auto-generating agendas, concise meeting notes, and personalized email drafts, then syncing tasks and contact updates to your CRM
• Accelerate financial planning by extracting balances, holdings, income and liability data from documents into client profiles and planning tools, auto-populating proposal inputs and scenario models so advisors produce compliant plans faster
• Streamline onboarding, KYC and compliance by auto-extracting forms and documents, populating CRM and compliance records, generating audit-ready meeting transcripts and email trails, and routing data to analytics or external AI models for risk scoring

Who is it for?

• Financial advisors
• Advisory teams
• Compliance administrators
• Client relations specialists
• Wealth management firms