Zocks
Zocks is an AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of...
Cost / License
- Subscription
- Proprietary
Platforms
- Software as a Service (SaaS)
- Online
Features
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Recent activities
Zocks information
Developed by
UnknownLicensing
Proprietary and Commercial product.Pricing
Subscription ranging between $67 and $220 per month.Alternatives
1 alternatives listedSupported Languages
- English
What is Zocks?
Zocks is an AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week.
Now invest that time in 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.
Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks.