Zocks.io Blog

Latest articles

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4 min read

July Product Update

We are releasing an AI Agent as part of the Zocks platform. It’s easy to use, fast and will get better the more you use Zocks over time.

Product Update

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4 min read

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.

Product Update

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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.

Conferences

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2 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

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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.