Product updates & expert insights

What financial advisors need to know about AI compliance: SEC, FINRA, state rules & more.

Client Signals in CRM, consent management & more - see what's new in Zocks!

Connect AI to client conversations with Zocks MCP, enabling personalized outputs and deeper insights.

Learn how AI helps advisors automate admin, streamline communication, and save 10+ hours/week.

Zocks MCP connects your AI tools to conversations, plus new Conversation Insights to uncover trends.

Why advisors are switching to non-recording AI tools: consent laws, compliance risks, and what to look for.

AI transcription tools and AI meeting assistants solve different problems. Learn how to choose right.

Transform client meetings with AI: automated transcription, action item extraction, and CRM sync.

What if AI could access your client conversations? See how Zocks turns meeting data into actionable insights.