Why AI matters for Financial Advisors

AI-powered solutions are already elevating the way financial advisors work - and you can’t afford to stay behind.

Few technological innovations have impacted the way businesses work as rapidly and as revolutionarily as AI. Research by McKinsey & Company shows  that worldwide AI adoption by organizations has surged to 72% in 2024 from less than 66% in 2023, with the biggest growth in professional services.

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Wealth management and advising financial advising firms are also embracing AI tools at a rapid pace.

According to Accenture’s 2024 survey with financial advisors across North America,  97% of financial advisors believe that AI can help grow their book of business by more than 20%, and 92% of financial advisors have already taken steps to implement AI.

As technology develops at a rapid pace and more and more financial advisors start utilizing AI-powered solutions, holding off is not an option if you want to stay competitive.

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How AI Can Elevate Your Financial Practice

Integrating AI into daily operations helps financial advisors become more efficient and organized, saves them time and provides support in high-value work.

AI and smart automation can handle repetitive admin work and tasks such as meeting prep, note-taking,  CRM updates, task delegation and client follow-ups, and provide advisors with valuable client insights.

AI solutions empower Financial Advisors to...

Save Time‍

AI can assist you and your team with automating meeting prep, note-taking, client follow ups, and client record updates in CRM - so you can focus more on building client relationships.

Strengthen Client Relationships‍

AI note-taking and can help you maintain  personalized and consistent client communications, allowing you to build  trust and retain clients.

Enhance Teamwork‍

Automated task delegation  saves time and keeps your team aligned with organized, up-to-date client information.

Stay compliant

‍Automatically synced, accurate meeting notes and client updates ensure  keeping your records compliant.

Scale Your Practice

‍Manage more clients effectively without compromising  service quality and personalization.

Gain Client Insights

‍AI solutions can intelligently build comprehensive client profiles across conversations and time, providing advisors valuable insights, helping them better serve their clients and identify opportunities across households.

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Get Your Practice AI-Powered with Zocks, the AI Meeting Assistant made for financial advisors

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.

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Why choose Zocks?

Specifically built for Financial Advisors, Zocks seamlessly integrates with your tech stack.

Being purpose-built for Advisors, Zocks supports Wealthbox, Redtail, Salesforce, Practifi and XLR8. Connect your preferred CRM to seamlessly synchronize all your meeting notes and tasks.

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Zocks is 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).

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Industry leader in data security, privacy, and compliance controls.

Zocks is the only no-recording AI assistant built from the ground up with the data security, privacy, and AI controls required for Financial Services.

• 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

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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 1-on-1 customization session with our Product Expert during their first 30 days.

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Get started!

You can try Zocks for free or schedule a 15-minute call with our Product Experts, who will walk you through the product and help you get started.

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