See Zocks in action

Discover how Zocks saves financial advisors 10 hours each week. Get a guided tour, watch a live demo, and ask your questions — all in under 30 minutes.

What we'll cover

Zocks overview

We’ll start with a quick introduction to Zocks — what it does, who it’s for, and how it can support both solo advisors and teams.

Platform walkthrough

See Zocks in action in a demo environment. We’ll walk through day-to-day and week-to-week usage from a 30,000-foot view.

Live Q&A

Stick around at the end to get your questions answered by a Zocks product expert.

Explore our webinar library

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Weekly webinar and live demo

Join us for a live session where we’ll walk you through the Zocks platform, explore pricing and service options, and show you how Zocks automates financial advisor workflow, from meeting notes to intake forms, client emails & more.
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How to Maximize the AI in Your Tech Stack

Join us for a previously recorded walkthrough of the Zocks and Wealth.com platforms on how to cut through the hype and make AI work for your firm—not the other way around.
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How to Provide Financial Plans Faster Than Ever With Zocks + eMoney

Learn how to create amazing products
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Zocks + PreciseFP Integration: Turning Conversations into Operational Velocity

In this session, learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.
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Integrate AI into your Financial Practice

Discover how financial advisors are using Zocks to automate meeting prep, capture notes and action items, and draft client follow-ups across in-person, virtual, and phone meetings—without needing to record a thing.
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How Advisors Use Wealthbox + Zocks for AI-Powered Meetings

Discover how advisors using Wealthbox and Zocks can automatically create events, notes, and tasks in Wealthbox based on analyzing client meeting conversations–without needing recordings.

Spotlight on our ZockStars

Neal Watson
Commonwealth Financial Services

Zocks has been one of the best tools that l've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me and has already done a lot for us in my office.

Dani Fava
Carson Group

The incredible 97% weekly active usage rate among our advisors demonstrates how Zocks is enhancing our ability to understand and serve clients. This isn't just about efficiency, it's about unlocking deeper insights from every client interaction to deliver more value and drive better outcomes.

Thomas Kopelman
AllStreet Wealth

I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my
business. 

Dan Garett
Advisor Digital

Now with the PreciseFP integration, we're able to realise our vision of 'input once and use everywhere'. Turning conversations into data dramatically increases operational velocity and elevates the client experience.

James Wombela
SLP Wealth

Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes. Zocks has also saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client.

AJ Norris
Norris Financial Group

Zocks doesn't just help you go faster - it does more work for you, so you can focus on what matters the most: your clients. If you want to streamline your day and stay fully present in meetings without the post-call scramble, I'd recommend Zocks without hesitation.

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