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AI for Advisors

Resources for advisors on how to get the most out of Zocks and AI

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June Product Update
Product Update
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4 min read

June Product Update

Zocks expanded its advisor tech stack with new Redtail CRM and Office 365 integrations, improved CRM export, task assignment, and customizable templates. Recognized in Bain Capital Ventures' 2024 Vertical SaaS 50 Emerging Companies list.

May Product Update
Product Update
  •  
4 min read

May Product Update

We're excited to announce our biggest update yet, featuring a redesigned user interface with new features. We've increased the number of meetings in your plans and added Google Meet support. Zocks now supports Salesforce integration.

Zocks at FPA NorCal Conference 2024
Conferences
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4 min read

Zocks at FPA NorCal Conference 2024

Zocks is attending and sponsoring the 2024 FPA NorCal Conference in San Francisco on May 28-29. Find us at the Tech Lounge and let's discuss AI, and how it could help your advisor firm in a secure, compliant way.

Advisor Insights: US Job Market for Financial Advisors and Planners in April 2024
Advisor Insights
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4 min read

Advisor Insights: US Job Market for Financial Advisors and Planners in April 2024

The monthly Advisor Insights report is a job market analysis I compile every month to help the Zocks team stay up-to-date with the hiring landscape and gain a better understanding of how advisors are leveraging technology and AI.

April Product Update
Product Update
  •  
4 min read

April Product Update

Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.

March Product Update
Product Update
  •  
4 min read

March Product Update

In its latest release, Zocks has incorporated highly requested features including Microsoft Teams, Participant & Contact Management, and improved meeting intelligence.

June Product Update

Most popular articles

Have your meeting notes and tasks automatically synced with your CRM
June Product Update
Product Update
  •  
4 min read

June Product Update

Focus on your Clients instead of your notepad
Productivity Tips
  •  
4 min read

Focus on your Clients instead of your notepad

Save 30-45 minutes per client meeting with Zocks
Productivity Tips
  •  
4 min read

Save 30-45 minutes per client meeting with Zocks

May Product Update
Product Update
  •  
4 min read

May Product Update

Have your meeting notes and tasks automatically synced with your CRM
Productivity Tips
  •  
4 min read time

Have your meeting notes and tasks automatically synced with your CRM

Automatically sync your meeting notes and tasks with your CRM using Zocks — saving you valuable time and improving efficiency.

Focus on your Clients instead of your notepad
Productivity Tips
  •  
4 min read

Focus on your Clients instead of your notepad

Financial advisors often turn to Zocks initially to save time on meeting administration tasks. However, they quickly discover an even greater benefit: the ability to be fully present during client meetings.

Save 30-45 minutes per client meeting with Zocks
Productivity Tips
  •  
4 min read

Save 30-45 minutes per client meeting with Zocks

Save valuable time per client meetings by automating administration. Read on to find out which key workflows, Zocks can help you speed up.

Learn how financial advisors utilize AI assistants
Announcements
  •  

Learn how financial advisors utilize AI assistants

Are you a financial advisor looking to enhance your client experience and streamline your meeting processes? Discover how Zocks, the AI meeting assistant designed specifically for financial advisors, can revolutionize the way you work. Book a 15-minute demo call today to see Zocks in action and learn how it can benefit your firm.

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