© Copyright 2026, All Rights Reserved
AI Assistant for financial advisors and wealth managers
Automate meeting notes for financial advisors; Prepare detailed agendas and action items before client meetings; Fill out client intake forms automatically; Draft personalized client emails in seconds; Sync client data across multiple platforms; Generate insights from client conversations
Trusted by thousands of financial advisors; Integrates with major CRM systems; Recognized for enhancing advisor-client interactions; Supports compliance and data privacy standards
The pricing information for Zocks is transparent and structured into three main plans: Essentials, Professional, and Ultimate. The Essentials plan costs $67 per user/month (billed annually) and includes features like AI note-taking and meeting preparation. The Professional plan is priced at $117 per user/month (billed annually) and adds features such as form filling and reporting analytics. The Ultimate plan costs $184 per user/month (billed annually) and includes advanced automation features. There are also monthly billing options available at higher rates. Notably, Zocks offers two months free with annual payments, indicating a commitment to transparent pricing. Additionally, users can "get started for free in less than 10 minutes," suggesting the availability of a free tier.
Zocks employs a product-led growth (PLG) strategy, as evidenced by their website's design and offerings. The homepage prominently features a free trial option, allowing users to get started quickly without the need for a sales representative. This self-service approach indicates a low-friction entry point for potential customers. The presence of a "Get started for free in less than 10 minutes" message further emphasizes their focus on rapid user adoption.
While specific pricing details are not displayed on the homepage, Zocks has a dedicated pricing page, suggesting a structured approach that likely accommodates various customer segments, including solo advisors and larger enterprises. The testimonials featured on the site highlight positive user experiences, indicating that the platform has been effective in enhancing productivity for financial advisors, which aligns with a PLG model that encourages viral adoption.
Additionally, Zocks invests in educational resources such as blogs and webinars, which support self-service learning and user engagement. This further reinforces their PLG strategy, as it empowers users to maximize the platform's value independently.
Overall, Zocks has built its business around optimizing for rapid user adoption and virality, catering to financial advisors who can benefit from immediate access to their tools without extensive sales processes.
Zocks has reported several notable clients on their website, including Carson Group, BrightPath Wealth Advisors, and Commonwealth Financial Services.
Carson Group: They highlighted that they had "400 advisors up and running within about a month," showcasing the platform's ease of use and quick implementation.
BrightPath Wealth Advisors: They noted an increase in their "close rate" during first appointments with prospects after using Zocks, indicating the platform's effectiveness in enhancing client interactions.
Commonwealth Financial Services: They emphasized that Zocks is "purpose-built for independent advisory firms," which reflects the tailored approach Zocks takes to meet the specific needs of financial advisors.
These relationships illustrate Zocks' commitment to supporting financial advisors by streamlining their administrative tasks and improving client engagement.
Zocks utilizes a variety of technologies and tools across its operations, particularly aimed at enhancing the productivity of financial advisors. The following technologies were identified based on the features and integrations sections of their website:
Programming Languages and Frameworks: While specific programming languages and frameworks were not explicitly mentioned, the platform's capabilities suggest a reliance on modern web technologies to support its functionalities.
Databases: No specific databases were mentioned in the available information.
Cloud Platforms: The website does not specify any cloud platforms used, but the integration with various CRMs implies cloud-based operations.
Sales Tools: Zocks integrates with several CRM systems, including Salesforce and Wealthbox, which are essential for managing client relationships and sales processes.
Marketing Tools: There were no specific marketing tools mentioned in the available information.
Collaboration Tools: The platform integrates with email and calendar services, enhancing collaboration and communication for users.
Overall, Zocks focuses on automating administrative tasks for financial advisors, integrating with various tools to streamline workflows and enhance client data management. The integrations with CRMs and other tech tools highlight their commitment to providing a seamless user experience.
Zocks employs a diverse technology ecosystem primarily focused on AI automation for financial advisors. The technologies identified from their job postings include:
Programming Languages:
Frameworks and Libraries:
Infrastructure and DevOps Tools:
Data Technologies:
Sales and Go-to-Market Technologies:
Overall, Zocks appears to favor established technologies that support scalability and efficiency, reflecting a modern engineering philosophy focused on automation and data-driven decision-making.
Zocks has participated in several trade shows and conferences over the past year, including:
Future Proof Festival 2025
NXT 2025
2025 LIMRA Annual Conference
2025 Pivotal Financial Advisors Annual Meeting
T3 Technology Conference 2025
Silver Oak Unplugged 2025