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.
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.
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 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.
AI note-taking and can help you maintain personalized and consistent client communications, allowing you to build trust and retain clients.
Automated task delegation saves time and keeps your team aligned with organized, up-to-date client information.
Automatically synced, accurate meeting notes and client updates ensure keeping your records compliant.
Manage more clients effectively without compromising service quality and personalization.
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.
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.
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.
With thousands of advisors using Zocks every week, we have a 9+ NPS (Net Promoter Score).
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.
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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