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Client Meeting Support AI Assistant

Zocks

San Francisco, CA

WTIS Score

9.63

Rating

EZRA Group rating badge

Buyer Fit

Target firm types

  • Wealth Management Firms
  • RIAs
  • Broker-dealers
  • Investment Managers
  • Banks
  • Family offices
  • Asset managers
  • Hybrid firms

Target firm size

  • Enterprise
  • Mid-Size
  • Small
  • Solo

Product Description

Product Positioning
Zocks (zocks.io) is a privacy-first AI assistant and notetaker built specifically for financial advisors, RIAs, and enterprise wealth firms. It captures structured meeting notes with high accuracy and speaker attribution—without recording conversations—then automatically syncs them to your CRM. Beyond notes, Zocks drafts personalized follow-up emails, creates and assigns action items, populates intake forms, and builds intelligent client profiles that update over time across individuals and households. The platform connects deeply with the wealth tech stack through out-of-the-box integrations, REST APIs, and a Zocks MCP Server—linking CRMs (Salesforce, HubSpot, Wealthbox, Redtail, Dynamics), planning tools (eMoney, Orion, Holistiplan, RightCapital), and email/calendar systems, plus general AI tools like Claude and ChatGPT. Real-time, two-way data flows keep records current and eliminate manual admin work. Designed around compliance, data control, and configurable retention, Zocks scales from solo practitioners to multi-advisor enterprises with hierarchy-based access controls and supervision.

Vendor Documentation

Focus on your client while Zocks takes notes
Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM & financial planning tool, and writes a follow up email.
Instantly fill out forms like client intake and account openings
Zocks automatically fills out intake, fact finder, account forms and more, so you can close more prospects and provide a better client experience.
Reply to client emails in seconds
Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service.

Integrations

Zocks has 30 integrations in our directory

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APIs and Security

Security checks

Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)

Public APIs

Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.

API authentication

OAuth, SAML 2.0, HTTPS

Data refreshed live via API

Yes

Developer portal exists

Yes

Developer portal URL

https://docs.zocks.io/

Developer portal features

Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language, Provides code samples in multiple languages, Provides the ability to enter payloads and see responses against sample data in real time, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?, Provides examples of successful and unsuccessful API calls

Developer sandbox URL

Yes

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