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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.

Zocks at Cambridge Ignite Conference 2024

The Zocks team had a blast attending the 2024 Cambridge Ignite Conference in Aurora, CO back in August.

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!

Event Follow Up