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Zocks Joins The Wealth Engineering Expert Sourcing Consortium

The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Zocks as an exclusive core component of its Expert Sourcing Consortium, synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC select Zocks for its advisor-centric platform, purpose-built to turn conversations into actionable data, automate workflows and for its industry-leading security, privacy, and compliance capabilities.

Zocks at NXT 2025

Zocks is attending Osaic’s NXT 2025 on May 20-22, Las Vegas, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at Carson’s Partner Summit 2025

Zocks is attending Carson’s Partner Summit 2025 on May 20-22, Omaha, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at Thrive 2025

Zocks is attending Thrive 2025 on May 18-22, Ritz-Carlton Naples, Tiburón, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at Aegis Financial Recruiting Expo

Zocks is attending Aegis Financial Recruiting Expo on May 7, 2025, Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

April 2025 Product Update

New sentiment tracking, CRM syncs, admin workflows, and coaching insights are here—plus, let’s meet at May events! See what’s new in Zocks.

Zocks at Silver Oak Unplugged 2025

Zocks is attending Silver Oak Unplugged on May 5-7, 2025, Nashville, Tennessee. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

The Human Side of AI: Keeping Client Relationships Personal in a Digital World

Amidst the rush to adopt AI technology, many financial advisors worry about an uncomfortable truth: will automation make client relationships feel less personal?

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights.

Zocks at 2025 Pivotal Financial Advisors Annual Meeting

Zocks is attending the 2025 Pivotal Financial Advisors Annual Meeting on April 23-25, 2025, Fort Lauderdale, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at Concurrent Ascend 2025

Zocks is attending Concurrent Ascend 2025 on April 22-24, 2025, JW Marriott Chicago, Illinois. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

The Compliance Conundrum: Turning Regulatory Challenges into Opportunities

As artificial intelligence transforms how today’s advisors operate, the intersection of innovation and regulation presents both significant challenges and remarkable opportunities for forward-thinking firms.

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global, recognized for Redefining Advisor Productivity and Client Engagement.

March 2025 Product Update

Spring is here, and so are some amazing updates from Zocks! We’ve been hard at work to bring you new features and improvements to make your experience even better.

Zocks at Duncan Innovate 2025

Zocks is attending Duncan Innovate 2025 on March 26-28, 2025, Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at Leaders and Managers Program (LAMP) 2025

Zocks is attending Leaders and Managers Program (LAMP) 2025 on March 22-25, 2025, Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Industry veteran joins Zocks to accelerate company growth following Series A funding round.

Zocks at Ameritas AIC/AAS Forum

Zocks is attending Ameritas AIC/AAS Forum on March 19-21, 2025, Las Vegas, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation.

Zocks at Future Proof Citywide

Zocks is attending Future Proof Citywide on March 16-19, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Collaboration empowers Osaic’s advisors with Zocks’ Client Intelligence Platform for streamlining workflows, enhancing client engagement, and driving better data-driven decisions while ensuring the highest standards of privacy and security.

Zocks at 2025 Advisor Growth Retreat

Zocks is attending the 2025 Advisor Growth Retreat on March 10-13, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at T3 Technology Conference 2025

Zocks is attending the T3 Technology Conference 2025 on March 3-6, 2025, Dallas, Texas. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

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 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.

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.

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.

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.

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.

Zocks at Orion Ascent 2025

Zocks is attending Orion Ascent 2025 on February 3-6, 2025 in Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Zocks at the FPA Chapter Leaders Conference

Zocks is attending FPA Chapter Leaders Conference on January 29-31, 2025 in Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Why AI matters for Financial Advisors

Financial advisors are rapidly embracing AI solutions. Here’s why and how AI can help you elevate your practice.

November Product Update

Key November updates include enhanced Meeting Prep, Expanded Phone Call Support, Upgraded AI Assistant, Extended CRM Integrations, Compliance Features, and MFA Enhancements.

Zocks at IMPACT 2024

The Zocks team attended IMPACT®2024 in San Francisco on November 19-21 2024 - if you were there, book a demo with us to claim your 10% off coupon, and let’s continue discussing applications of AI in your Financial Advisor practice!

October Product Update

Zocks’ October Updates include phone call support, enhanced meeting summaries, an AI email reply agent, and improved intelligence presets for better client engagement and support.

September Product Update

Introducing Zocks 2.0 with new AI Agents, enhanced CRM integrations, and email-based transcript archiving. Experience personalized meeting summaries and streamlined participant assignment for better productivity.

Zocks is the #1 Choice for Top Performing Advisor Teams

Zocks is the top choice for advisor teams, offering seamless collaboration, customizable workflows, and enhanced efficiency on one platform.

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.

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.

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.

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

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

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.

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

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

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

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

March Product Update

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

February Product Update

We have been diligently building Zocks to provide you with an improved experience. With that in mind, we are thrilled to launch Zocks Monthly Updates!

Welcome to the Zocks Blog

Welcome to Zocks! Discover a world of innovation and productivity as we embark on this exciting journey together. Let's unlock Zocks' full potential!

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