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 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 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.
Industry veteran joins Zocks to accelerate company growth following Series A funding round.
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.
Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation.
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.
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 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 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.
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.
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, 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.
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 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.
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 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 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.
Financial advisors are rapidly embracing AI solutions. Here’s why and how AI can help you elevate your practice.
Key November updates include enhanced Meeting Prep, Expanded Phone Call Support, Upgraded AI Assistant, Extended CRM Integrations, Compliance Features, and MFA Enhancements.
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!
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.
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 top choice for advisor teams, offering seamless collaboration, customizable workflows, and enhanced efficiency on one platform.
The Zocks team had a blast attending the 2024 Cambridge Ignite Conference in Aurora, CO back in August.
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.
Automatically sync your meeting notes and tasks with your CRM using Zocks — saving you valuable time and improving efficiency.
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.
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 valuable time per client meetings by automating administration. Read on to find out which key workflows, Zocks can help you speed up.
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.
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 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.
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.
Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.
In its latest release, Zocks has incorporated highly requested features including Microsoft Teams, Participant & Contact Management, and improved meeting intelligence.
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!