Zocks
AI assistant that handles advisor meeting notes, CRM updates and follow-up.
zocks.ioZocks captures client meetings and phone calls, writes notes, updates the CRM and financial planning records, and drafts follow-up emails. The company says it also supports client onboarding, account opening and client queries, and connects to AI tools such as Claude and ChatGPT through MCP.
Press coverage describes Zocks as San Francisco-based and founded in 2022. It raised a $13.8 million Series A in March 2025 and a $45 million Series B in January 2026, co-led by Lightspeed Venture Partners and QED Investors.
What it does
- Meeting notes
- CRM and planning updates
- Follow-up email drafts
- Client onboarding
- Account opening
- MCP connection to AI tools
Works with
Integrations
- eMoney
- Salesforce
As listed by Zocks.
Coverage
- Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
- Tandems makes Hamilton AI assistant generally available
Financial ADVSR, Oct 27
- Claude for Financial Advisors comes with a 20-seat Enterprise floor
Financial ADVSR, Oct 22
- Jump links FMG Connect content to post-meeting follow-up for advisors
Financial ADVSR, Oct 19
Others in AI tools
All AI tools vendors- ContinuumAI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- GRemindersMeeting scheduling and reminder platform with an AI notetaker for advisors.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.