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About Zocks
What is Zocks?
Zocks is an AI-powered assistant designed specifically for financial advisors and wealth management firms. It automates time-consuming administrative tasks like meeting preparation, note-taking, client intake forms, and follow-up emails. By handling these tasks, Zocks helps advisors reclaim over 10 hours per week, allowing them to focus on client relationships and growing their practice.
Who is Zocks for?
Zocks is built for financial advisors, planners, and wealth management firms of all sizes—from independent advisors to large enterprises. It's ideal for those who spend significant time on admin work and want to improve client experience. It is not designed for general-purpose note-taking or non-financial industries. Trusted by teams like Carson Group, Zocks is especially valuable for firms that use CRM, financial planning, and portfolio management tools.
Key use cases
Advisors use Zocks to automate pre-meeting preparation, capture detailed notes during client meetings (virtual, in-person, or phone), and automatically update CRMs and planning tools. It also fills out client intake and account forms in seconds, and drafts personalized email responses to client queries. The platform provides insights on client conversations, helping firms identify high-impact topics and improve meeting effectiveness.
Pricing overview
Zocks offers three main paid tiers: Essentials (from $67/user/month billed annually), Professional ($117/user/month billed annually), and Ultimate ($184/user/month billed annually). Monthly billing is available at higher rates. There is no free plan mentioned, but a demo is available for all tiers.
Key features
- AI Meeting Notes — Automatically capture detailed notes for virtual, in-person, and phone meetings, saving time and reducing errors.
- Meeting Preparation — Get automated pre-meeting briefs with client context and conversation insights.
- CRM Integration — Sync notes and updates to your CRM, financial planning, and portfolio systems automatically.
- Form Automation — Instantly fill out client intake, fact finder, and account opening forms.
- Email Assistance — Write detailed, personal replies to client emails in seconds.
- Conversation Insights — Get reporting on client topics and behaviors to improve meetings and grow your firm.
- Zocks MCP — Connect AI tools like Claude and ChatGPT to your client intelligence for advanced workflows.
SaaSpartout Score
7.9
/10
Editorial score from our review methodology — not user ratings.
Zocks Pricing
Zocks pricing: from $67/mo.
Essentials
From $67 per user/month (billed annually) or $80 monthly. Includes meeting preparation, AI note-taking, CRM integration, financial planning/portfolio management/tax planning integrations, pre-meeting and follow-up emails, and unlimited meetings.
Professional
From $117 per user/month (billed annually) or $140 monthly. Includes everything in Essentials, plus Zocks MCP, automatic form filling, reporting and analytics, client profiles, advisor coaching center, team collaboration, dedicated admin assistant seats, premium support, and 1 personalized onboarding session.
Ultimate
From $184 per user/month (billed annually) or $220 monthly. Includes everything in Professional, plus native meeting scheduling, automatic email replies, document data extraction, custom workflow automation with Zapier, and 3 personalized onboarding sessions.
No free trial is mentioned, but you can book a demo to see how Zocks works.
Frequently asked questions
How much does Zocks cost?
Zocks pricing starts at $67 per user/month when billed annually (Essentials plan). Monthly billing is available at $80 per user/month. Professional and Ultimate plans cost $117 and $184 per user/month (annual billing), respectively.
Is Zocks free?
No, Zocks does not offer a free plan. However, you can request a demo to see the platform in action before committing.
Who is Zocks best for?
Zocks is best for financial advisors, planners, and wealth management firms that want to automate administrative tasks like meeting notes, client forms, and emails. It's especially useful for those using CRMs like Salesforce and financial planning tools.
What are the top alternatives to Zocks?
Alternatives to Zocks include other AI meeting assistants like Otter.ai, Fireflies.ai, and Notion AI, but these are not purpose-built for financial advisors. More specialized competitors may include Tamara AI, Skience, and PreciseFP for form automation.
Does Zocks integrate with my CRM?
Yes, Zocks integrates with popular CRMs and financial planning tools. It automatically updates CRM notes, profiles, tasks, and workflows, as well as financial planning and portfolio systems.
What is Zocks MCP?
Zocks MCP (Model Context Protocol) is a feature available in Professional and Ultimate plans that connects AI tools like Claude and ChatGPT to your client intelligence, enabling advanced automation and custom workflows.
