Zocks

Zocks is a web-based AI assistant for financial advisors that automates meeting documentation and client admin work, including notes, forms, emails, and CRM updates.

• Meeting capture without recording for virtual, in-person, and phone meetings, producing structured notes, key details, and action items.
• Meeting prep and follow-up automation, including agendas, summaries, tasks, and draft follow-up emails based on the conversation.
• Form fill for onboarding and servicing, such as client intake, fact finders, and account-opening forms, using client data collected and enriched from multiple sources.
• CRM auto-sync and integrations, including Wealthbox, Redtail, and Salesforce, plus integrations with email, calendars, and other wealth tech via APIs.

Pricing: Paid subscription with a 14-day free trial; plans listed at $80/month (Essentials), $140/month (Professional), and $220/month (Ultimate) when billed monthly; annual billing options are available. An Enterprise Platform is also available for large firms, offering custom pricing.

Notable for its advisor-specific, multi-agent AI workflows, privacy-first design, and configurable outputs (meeting types, presets, templates) that help practices and enterprises standardize documentation while saving 10+ hours per week. Demo video: https://www.youtube.com/watch?v=YS0w1F4QW5Y