About This Site
Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book. Zocks is the #1 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. Learn more at zocks.io.
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Key Features AI
Core Features
Built exclusively for financial advisors, not a general AI tool
Privacy-first: no audio or video recording
Deep two-way CRM + wealth-stack integrations
SOC 2 Type 2 certified, encryption at rest + in transit
Built for SEC/FINRA documentation requirements
Role-based access controls with audit logs
Advantages
Saves financial advisors 10+ hours a week on administrative tasks
Deeply integrated with industry-specific advisory CRMs and tools
Compliance-friendly with enterprise-grade privacy controls built from day one
Intuitive to use and requires almost no training to get teams started
Improves client close rates and speeds up post-meeting follow-ups
缺点：No transparent pricing details published on the website; requires starting a trial or contacting sales
缺点：Advisors must integrate it with their tech stack to unlock its full automated workflow capabilities
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30-Day Click Trend
08-22
09-05
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