We'd love to continue the conversation, learn more about your practice and show you how Zocks can help you capture better data and level up your client experience.
Zocks provides a comprehensive solution that supports your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.
With thousands of advisors using Zocks every week, we have a 9+ NPS (Net Promoter Score).
Zocks is the only AI assistant built from the ground up with the data security, privacy, and AI controls required for Financial Services.
Not all AI Assistants are created equal. How Zocks is different:
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.