AI is rapidly revolutionizing wealth management and the way financial advisors work.
By AI-powering note-taking, automating meeting prep, follow-ups and optimizing client data, advisors can boost efficiency and focus on what truly matters—strategic financial planning and stronger client relationships.
Accenture’s 2024 survey found that across North America, 97% of financial advisors believe that AI can grow their book of business by more than 20%, and 92% have already begun integrating AI.
AI for financial advisors is no longer optional—it’s essential if you want to stay competitive in the future.
AI solutions can intelligently automate tasks and workflows across the full client servicing timeline.
Here are some of the top applications of AI for financial advisors.
Let AI analyze data and organize relevant client information for meetings, and prepare your agenda and pre-meeting e-mail.
Benefit: Save time on meeting preparation and have all the information you need.
Capture detailed client information with AI without manual note-taking, and get organized summaries, discussion points, and actionable follow-ups after meetings.
Benefit: Advisors can focus fully on client engagement, as all details are accurately captured without the need to juggle active listening and note-taking.
AI helps you automatically sync and organize meeting notes, client updates, and tasks with advisor-specific CRMs like Wealthbox, Salesforce, or Redtail.
Benefit: Save time, keep your client records compliant, and ensure your entire team stays aligned with up-to-date information and tasks.
Assign follow-up tasks and share meeting notes and client updates directly in your CRM. Keep your team aligned and productive with access to all information, clear responsibilities and deadlines.
Benefit: Work more efficiently with your team with full visibility, reducing delays, chances of error and maintaining consistent client service.
AI can help you maintain fast, personalized client communication. Get tailored email drafts before and after meetings with all relevant information, in your style for timely, thorough and personalized client interactions.
Benefit: Build stronger client relationships through high-quality, consistent communication.
Zocks, the AI Meeting Assistant specifically designed for financial advisors, 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.
