Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after just one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business.
Every client conversation becomes structured data that flows straight into your CRM and planning tools, saving advisors 10+ hours a week. Now invest that reclaimed time into growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds, surface life events, flag planning gaps, and anticipate client needs before they arise.
Purpose-built for financial services, Zocks is SOC 2 certified and privacy-first, with no audio or video recording. It is SEC/FINRA compliant and offers deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more.
Over 5,000 advisory firms — including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas — trust Zocks. Learn more at zocks.io.
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