Zocks Analysis

What is Zocks?

Zocks is an AI platform that automates administrative tasks for financial advisors, enabling them to focus on client interactions. The platform integrates with various tools to streamline workflows and enhance client data management. It is designed for solo advisors, mid-size practices, and enterprises, ensuring privacy and compliance.

Product Features & Capabilities

• Note-taking automation
• Meeting preparation tools
• Client email drafting
• Form filling capabilities
• CRM integration
• Client profile management
• Insights and analytics