Zocks

About Zocks

Zocks is an AI-powered platform designed for financial advisors, wealth managers, and life insurance agents to automate administrative tasks. It focuses on automating meeting notes, intake forms, client emails, and client profiling, while integrating with common wealth management tools and CRMs. The platform emphasizes privacy and security with controls suitable for solo practitioners up to enterprises, and is marketed as enabling advisors to devote more time to client-facing activities. Zocks is used by thousands of advisors and firms and offers platform features for enterprise deployment and client insights across the wealth management stack.