Zocks.io Blog

Latest articles

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What makes the best AI note-taker for financial advisors?

AI note-taking is a game changer for financial advisors – however, not all note-takers are equal. Here's what you should know about how it works, what influences quality and makes the best AI note-taker.

February 20, 2025

Product Update

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4 min read

February 2025 Product Update

Zocks' February update introduces AI-powered Client Profiles, Formfill automation, Zoho CRM integration, AI-generated meeting titles, PDF export, Redtail workflow triggers, and custom task due dates.

February 18, 2025

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Partnerships

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Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Zocks, the innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a partnership with Carson Group, a leading financial services firm providing solutions, resources, and support to a nationwide network of advisors.

February 12, 2025

Practical Guide to Get Started with AI in Wealth Management

Advisor Insights

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Practical Guide to Get Started with AI in Wealth Management

Adopting AI is becoming a necessity for wealth management firms to stay competitive. Follow this practical guide and get started one step at a time.

February 5, 2025

Conferences

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Zocks at NAPFA Large Firm Forum 2025

Zocks is attending NAPFA Large Firm Forum on February 10-12, 2025 in Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

February 3, 2025

Top Applications of AI for Financial Advisors in 2025

Advisor Insights

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Top Applications of AI for Financial Advisors in 2025

AI is rapidly revolutionizing wealth management and the way financial advisors work. AI note-taking, automating meeting prep, follow-ups and optimizing client data help advisors boost efficiency and deepen client relationships.

January 30, 2025