Zocks

Zocks is redefining AI-driven client intelligence for financial advisors. By leveraging AI, Zocks transforms unstructured client interactions - emails, calls, and meetings - into actionable insights, automating workflows and eliminating manual data entry. Seamlessly integrating with leading CRMs, Zocks empowers financial advisors to scale their businesses efficiently while maintaining a personal touch. Trusted by 1,000+ advisory firms and enterprise clients, Zocks is setting a new industry standard for AI-driven wealth management.