Introducing Zocks Client Queries → Learn more

Platform

Trusted by leading financial advisors and firms, Zocks is the privacy-first AI platform designed for solo advisors, mid-size practices, and enterprises alike.

Platform overview

Zocks for Enterprise

Get the privacy, security, reporting & controls you need to deploy AI across your organization.

Client insights and intelligence

Zocks provides deeper insights and historical intelligence on clients.

Team collaboration and coaching

Zocks’ all -in-one platform enhances collaboration and efficiency, adapting to your practice.

Customization

Zocks adapts to your workflows with tailored meeting types, output presets, forms, emails, and integrations.

Zocks MCP

Connect Claude, ChatGPT, and other AI tools directly to your client intelligence.

Privacy and security

All client conversations are confidential, never recorded. You own and control your data.

Compliance

Maintain full compliance and accurate documentation without impeding productivity.

Return on investment

Learn how Zocks impacts productivity and client relationships.

Features

Zocks takes notes, automates meeting prep, drafts client emails, fills forms, and updates client profiles with seamless CRM and wealth stack integration.

All use cases

All integrations

Note-taking

Capture notes with unmatched accuracy, speaker attribution, and configurability.

Meeting preparation

Get organized key details, agendas, action items and client email drafts before meetings.

Form fill

Automatically fill forms using client data collected and enriched from multiple sources.

Document Intelligence

Extract and sync client and financial details from documents to your CRM and eMoney.

Responding to client emails

Send personalized emails and reply to clients with AI-generated, data-backed draft emails.

Client Queries

Surface held-away assets, planning opportunities, and major life events.

Client profile management

Automatically collect and sync client data across your CRM, notes, emails, and full wealth stack.

Integrations

Connect Zocks with all your tech tools, from CRMs to your email inbox.

"When it comes to ease of use, integration, and ROI, you will NOT find a better piece of tech out there for an advisory practice."

Michael Kelly CFA, CFP®

Partner & Chief Investment Officer

Customers

Resources

Blog

Webinars

Conferences

Press

Zocks Academy

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Recent blogs

June 30, 2026

June 2026 Product Update

June 25, 2026

Financial Services Data Security: AI & Privacy Best Practices

Explore more insights

Dive deeper into expert perspectives, tips, and industry trends—read our latest blogs now!

Read our blogs

Webinars

July 16, 2026 14:00

Zocks 201: Architect — Customization, Workflows & Process Definition

July 21, 2026 11:00

You have a hundred clients: How well do you really know them?

See Zocks in action

Explore upcoming webinars and watch the replay of past webinars.

Upcoming conferences

Zocks at Silver Oak Unplugged 2026

Jul 30

Aug 1

2026

Zocks at the 2026 Annual Garrett Planning Network Retreat

Upcoming conferences

Meet the Zocks team live—see where we're headed next!

See conferences

Recent press

Announcements

Zocks Launches Client Queries for Advisors and Firms

Partnerships

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Latest press releases

Stay up-to-date with our latest announcements, news, and partnerships.

Courses

Explore Zocks Academy

Master Zocks, build essential skills, and earn certifications at your own pace.

Zocks Help Center

Document Intelligence

Email management

Mobile application

Security and compliance

Advisor Coaching

Analytics

Client Profiles

Talk to our product experts

Any questions? We are happy to help you.

Book a demo

Pricing

Start free trial Book a demo

Resources

Webinars

AI Note-Taking: From Nice-to-Have to Competitive Necessity

WEbinar

AI Note-Taking: From Nice-to-Have to Competitive Necessity

June

10:00 pm

PRESENTED BY

Zocks

Discover how Zocks AI platform is transforming wealth management by automating administrative tasks and enhancing client relationships.

Speakers

Jim Hardeman

EVP, Product at Zocks

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Last Name *

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Information you provide when registering will be shared with the account owner and host and can be used and shared by them in accordance with their Terms and Privacy Policy.

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WEbinar

AI Note-Taking: From Nice-to-Have to Competitive Necessity

June

10:00 pm

PRESENTED BY

Zocks

Discover how Zocks AI platform is transforming wealth management by automating administrative tasks and enhancing client relationships.

Speakers

Jim Hardeman

EVP, Product at Zocks

What You'll See:

WEbinar

AI Note-Taking: From Nice-to-Have to Competitive Necessity

Watch replay

Discover how Zocks AI platform is transforming wealth management by automating administrative tasks and enhancing client relationships.

PRESENTED BY

Zocks

Speakers

Jim Hardeman

EVP, Product at Zocks