Zocks

Zocks

About this app

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone.

Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients.

Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG.

MEETING PREP ANYWHERE
- Get AI-generated prep notes pulling data from your CRM, emails, and past conversations
- Review client history, action items, and discussion topics at a glance
- See meeting participants and context
- Send personalized prep emails directly from your phone
- Perfect for last-minute reviews or when clients move meetings up

CAPTURE EVERY CONVERSATION
- One-tap voice recording for any client interaction
- Add or remove participants during recording for accurate speaker attribution
- Works for scheduled meetings and impromptu conversations
- Privacy-first and FINRA compliant

STAY ORGANIZED ON THE GO
- View all upcoming meetings in one place
- Calendar sync with meeting type indicators

Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients.

Questions? Contact [e-mail] or visit zocks.io

What’s new

Our biggest mobile update yet! Meetings and Meeting Prep are now on your phone.
• Create, review, and send AI meeting preps anytime
• See all your meetings in one list, always accessible
• Voice Memo got a total refresh—record, manage, and tag speakers with ease
We’re always improving to save you time. Questions?
[e-mail]