Zocks
Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
- SI Score
- 74/100
- Pricing
- Contact for Pricing
- Free plan
- Not confirmed
- Sign-up required
- Not confirmed
Ask SI about Zocks
Answers use saved listing facts and recorded sources.Homepage screenshot
What it does
Zocks is a privacy-first AI platform for financial advisors. It takes meeting notes, prepares meetings, drafts client emails, fills forms, and updates client profiles through CRM and wealth stack integrations. It is designed for solo advisors, mid-size practices, and enterprises.
Zocks is an AI assistant aimed at financial advisors. The official page says it takes notes, automates meeting prep, drafts client emails, fills forms, and updates client profiles with CRM and wealth stack integration. It also lists scheduling, document intelligence, client queries, and client profile management. The page states that all client conversations are confidential and never recorded. It mentions 40+ deep, two-way integrations and an MCP option to connect Claude, ChatGPT, and other AI tools. Pricing details are not shown on the homepage or pricing page text provided. The page shows a Start free trial link, but no plan prices or free plan details. A buyer should check which integrations their firm uses and review compliance needs before relying on it for client records.
- Takes notes with speaker attribution and configurability
- Automates meeting prep, form fill, and client email drafts
- Updates client profiles through CRM and wealth stack integration
- States that client conversations are never recorded
- No pricing details are shown in the provided page text
- Requires compatible CRM and wealth stack integrations
- Firms may need to review compliance requirements before deployment