Get better data from conversations and gain industry-specific insights built on intelligent client profiles

Built for Wealth Management, financial planning, insurance, and tax

Zocks’ AI architecture is purpose-built for the financial services industry, with dedicated AI agents optimized for capturing and formatting notes, form filling, and workflow automation across wealth management, planning, insurance, and tax use cases.

Turn conversations into structured data

Zocks is built to turn unstructured meeting notes into structured, actionable data optimized to help you start and progress through workflows effortlessly.

Beyond  formatting meeting summaries, automating tasks, and drafting emails, Zocks creates structured data for field-level CRM and client record updates, automatically detecting and syncing missing or outdated information into your CRM from all historical data across past meetings, emails, calendar, and connected systems. Utilizing aggregated data, Zocks dynamically builds and maintains client profiles, auto-fills custom forms with a click, and pulls specific client data in seconds.

Client profiles beyond the scope of your CRM and wealth stack

Zocks dynamically creates and updates client profiles by collecting, enriching, and syncing custom client data across meeting notes, emails, calendar, and advisor-focused CRMs, and your full wealth stack through seamless integration.

Zocks tracks historical data and changes over time, citing the source and time of data capture, and providing deeper insights for conversion metrics, behavioral analysis, trends in client questions and client segmentation.

Get specific information in seconds from Zocks and connected AI tools

Zocks’ AI Assistant creates meeting summaries, personalizes draft emails, and gives you accurate answers to any client-related question. Simply ask anything to pull up-to-date data and historical insights from past conversations, emails, your CRM, and financial planning systems, with sources and meeting references included.

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With Zocks MCP, you can extend this capability to Claude, ChatGPT, and other general AI tools, connecting them directly to the structured client intelligence Zocks builds from every conversation.

Gain deeper client insights and intelligence with Zocks’ Analytics Hub

The Analytics Hub gives you client-, advisor-, and practice-level metrics across your full book — meeting frequency, duration, engagement trends, ROI data, and more — all drawn from Zocks and your connected systems. 

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Track activity over time, measure what’s working and make data-driven decisions without leaving the platform.

Detect and act on key client events with Client Signals

Client Signals identify and capture key life events, milestones, and opportunities from client conversations and emails to trigger workflows and follow-ups across your tech stack.

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From referrals and career changes to life events and asset updates, these signals are captured as they happen — automatically triggering CRM workflows and keeping client records up to date without manual input.

Understand your book at a glance with Conversation Insights

Conversation Insights goes beyond meeting activity metrics to  tell you what clients are actually discussing, how topics trend over time, and where opportunities are across your entire book of business.

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Track pre-defined topics — from tax planning and estate planning to investment products and Social Security — or add custom topics to monitor what mattress most to your firm.

Tune into your clients with Zocks’ Sentiment Analysis

Zocks’ AI Assistant tracks and scores client sentiment in meetings to reveal reactions to key topics and overall impressions.

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Use sentiment analysis to personalize communication, build trust, align plans with emotional comfort levels, monitor retention signals, and uncover trends across clients and teams.