Zocks is an AI‑driven assistant for financial advisors that automates meeting preparation, real‑time note‑taking, and follow‑up actions, syncing extracted client data directly to CRMs, planning, portfolio, and tax systems. It also fills intake, fact‑finder, and account opening forms and generates personalized email replies, reducing administrative workload and improving data accuracy for wealth‑management teams.
Funding
$19.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
1EEEVMVFounders
Product
Problem
Financial advisors spend extensive time on administrative tasks such as meeting preparation, note‑taking, form filling, and email correspondence, which reduces the time they can devote to client interaction and limits firm productivity.
Solution
Zocks provides an AI‑driven assistant that automates meeting preparation, real‑time note capture, and follow‑up actions without recording conversations. The platform extracts client data from meetings, emails, and documents, then syncs it automatically to CRMs, financial planning, portfolio, and tax systems. It also generates personalized client emails and fills intake, fact‑finder, and account opening forms using the aggregated data. Integrated REST APIs and the Zocks MCP server enable two‑way data flows with existing wealth‑tech stacks, while fine‑grained access controls and a non‑recording architecture ensure compliance and data security. The result is a unified workflow that reduces manual admin work, improves data accuracy, and frees advisors to focus on advisory activities.
Target Audience
Primary users are financial advisors, wealth management firms, and enterprise advisory teams that need to streamline client meeting workflows and maintain compliant, up‑to‑date client records.
Features
- AI‑powered meeting preparation with agenda generation, action‑item extraction, and real‑time client data pull from connected systems
- High‑accuracy, non‑recording note‑taking that attributes speakers and formats notes for direct CRM and planning tool sync
- Automatic form filling for client intake, fact finders, and account openings using extracted conversation data
- AI‑generated client email drafts that match the advisor’s tone and incorporate historical client context
- Out‑of‑the‑box integrations and REST APIs for seamless connection to CRMs, eMoney, portfolio, and tax platforms
- Customizable workflow automation, including Zapier support and policy controls for enterprise teams
- Enterprise‑grade security, privacy, and compliance features with data ownership and retention controls