Zocks
AI workflow assistant for financial advisors, covering meeting notes, preparation, client emails, and connected records.
About Zocks
Zocks is an AI assistant for financial advisors. It handles meeting preparation, note-taking, client email drafts, forms, CRM updates, and connected financial workflows. The note-taking feature captures details from virtual, in-person, and phone meetings without recording the conversation. For preparation, it can assemble summaries, agendas, action items, and emails using client information from CRM, email, and other connected systems. This can reduce routine administration around recurring client meetings while keeping work tied to advisory records. Essentials costs $67 per user per month when billed annually. It includes unlimited meetings, AI note-taking, meeting preparation, emails, and several advisory-system integrations. Professional costs $117 per user per month when billed annually. It includes Essentials, Zocks MCP, and broader workflow automation across a firm. Annual payments include two months free. The product is a better fit for practices that want an advisor-specific workflow than for buyers seeking only general transcription. Adoption also brings per-user costs, integration work, and a need to review generated notes and messages before they enter client-facing or regulated processes.
Best for
Best use cases
Before a client meeting, assemble a summary, proposed agenda, action items, and relevant information from connected systems.
During virtual, in-person, or phone meetings, capture important details without creating a meeting recording.
After a meeting, draft follow-up emails and transfer useful client information into CRM and planning workflows.
Compare before choosing
Compared with a generic transcription tool, Zocks is built around financial-advisor preparation, follow-up, and connected client records.
The Essentials tier is the lower-cost choice for core notes and integrations, while Professional targets automation across a firm.
Per-user annual pricing favors teams with frequent meetings; occasional users may find a general note tool less expensive.
Features
Meeting note capture
Capture important details from virtual, in-person, and phone meetings without recording the conversation.
Meeting preparation
Build summaries, agendas, action items, and emails from CRM, email, and other connected client data.
Client follow-up
Draft personalized client emails and move meeting information into connected advisory workflows.
Pros
- Captures details from virtual, in-person, and phone meetings without creating a recording.
- Connects meeting preparation and follow-up with CRM, financial planning, portfolio, and tax workflows.
- Unlimited meetings are included in Essentials, making usage predictable for advisors with frequent client calls.
Cons
- Essentials costs $67 per user/month on annual billing, which can be significant for larger teams.
- Professional costs $117 per user/month, so firm-wide automation carries a higher recurring cost.
- Connected workflows require setup and generated notes or emails still need professional review before client use.
Pricing Plans
Essentials
- Meeting preparation
- AI note-taking
- CRM integration
- Financial planning integration
- Portfolio management integration
- Tax planning integration
- Pre-meeting and follow-up emails
- Unlimited meetings
Professional
- Everything in Essentials
- Zocks MCP
- Meeting and client workflow automation across the firm
* Pricing information is for reference only. Please refer to the latest announcement on Zocks's official website.