Zocks
www.zocks.io · Wealth Management
Pricing: Free trial, from $67/mo. Check current pricing →
AI assistant for financial advisors.
What it does
Zocks is a privacy-first AI platform that automates administrative work for financial advisors, including meeting notes, client emails, intake forms, and CRM updates. It builds client intelligence by integrating with CRM and wealth-stack tools.
✓ Best for
Financial advisors automating meeting notes and client workflows.
Capabilities
Automated meeting notes with speaker attributionMeeting prep, agendas, and action itemsForm and client-email automationClient intelligence on life events and held-away assetsCRM and wealth-stack integrations
Checked against www.zocks.io on 2026-06-26.
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