Zocks

Zocks: An AI Assistant for Financial Advisors

Zocks is an AI assistant built for financial advisors. It captures client conversations and turns them into meeting notes with speaker attribution, drafts follow-up emails, auto-fills intake and account forms, updates the CRM, and captures the life events and client details that drive good advice — so advisors spend less time on admin and more time with clients. It also helps with meeting prep and agenda generation, and extracts data from documents.

Advisors lose hours to note-taking and CRM hygiene; Zocks targets that recurring administrative burden while keeping client data structured.

Key Features

• Meeting notes with speaker attribution
• Meeting prep and agenda generation
• Client email drafting and automation
• Intake and account form auto-fill
• Document intelligence and data extraction
• Client-profile and life-event capture

Ideal Use Case

Zocks fits financial advisors and wealth-management firms whose advisors spend significant time on notes, forms, follow-ups, and CRM updates after every client meeting. It suits practices that want to scale client capacity without adding administrative staff.

How Zocks differentiates

Zocks is purpose-built for financial advisors, structuring conversations into notes, forms, and CRM updates rather than offering generic meeting transcription. It raised a $45M Series B co-led by Lightspeed and QED Investors and lists firms including Commonwealth, Osaic, and Hightower among its customers.

FAQ

What is Zocks? An AI assistant for financial advisors that automates meeting notes, forms, emails, and CRM updates.

What does it capture? Meeting notes with speaker attribution, plus client life events and details for the CRM.

Is there a free trial? Yes — Zocks offers a free trial.

Who backs Zocks? A $45M Series B co-led by Lightspeed and QED Investors; customers include Commonwealth and Osaic.

tl;dr

Zocks is an AI assistant for financial advisors that automates meeting notes, intake forms, emails, and CRM updates, backed by a $45M Series B co-led by Lightspeed and QED and used by Commonwealth and Osaic.