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.
Book a time with one of our product experts to learn more and get started with your free 30-day trial.
Zocks, the AI Meeting Assistant made specifically for Financial Advisors
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.
Highly rated and recommended by thousands of Financial Advisors
With thousands of advisors using Zocks every week, we have a 9+ NPS (Net Promoter Score).
Industry leader in data security, privacy, and compliance controls
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:
HIPAA & SOC II Compliant (3rd Party Audited)
No recordings required
Single Sign-On for Data Security
Your data is fully encrypted and never used for training LLM’s
You own your data with customized data retention policies
Governed under Microsoft’s responsible AI Standards
US-based data processing and storage
Zocks is built to help Advisors Succeed - we are here for you in every step of implementing AI.
Fast Support: With a 2-minute median response time and 15-minute resolution time, you can count on prompt, efficient help whenever you need it.
Customization Session: Every new user gets a personalized 1-on-1 customization session with our Product Expert during their first 30 days.
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