Zocks

Zocks is presented on its website as the #1 AI Assistant for Financial Services, aimed at financial advisors and advisory firms. According to the page, Zocks automatically schedules meetings, prepares advisors, takes detailed notes without recording client conversations, updates CRM and planning tools such as eMoney, drafts follow-up emails, and helps complete intake forms and account applications. It also offers client query features to surface held-away assets, planning opportunities, and life events, plus an MCP connection to AI tools like Claude and ChatGPT. The page lists 40+ two-way integrations, enterprise privacy and compliance controls, and states that client conversations are never recorded and that users own their data. It cites customer testimonials and claims such as 5,000+ firms using the platform and a 4.8 rating on G2, which are marketing claims made by the vendor.

Key features

• Note-taking with speaker attribution and configurability
• Meeting preparation with key details, agendas, action items, and client email drafts
• Automatic form filling using client data from multiple sources
• Account opening support to reduce NIGOs and speed onboarding
• Document intelligence to extract and sync client and financial details to CRM and eMoney
• AI-generated draft emails for responding to clients
• Client queries to surface held-away assets, planning opportunities, and life events
• Client profile management that syncs data across CRM, notes, emails, and wealth stack
• Meeting scheduling from existing workflow
• 40+ two-way integrations
• MCP connection to Claude, ChatGPT, Copilot, and internal AI tools
• Enterprise privacy, security, reporting, and access controls
• Conversations are not recorded and customers own and control their data

Best suited for

• Financial advisors
• Financial advisory firms and RIAs
• Enterprise wealth management organizations
• Life insurance organizations

Pricing

Not stated on the website