Zocks
AI assistant for financial advisors — meeting notes, CRM updates, and emails without recording
What Zocks is
Zocks is an AI meeting assistant built exclusively for financial advisors and wealth management firms. It captures client conversations without recording and auto-generates structured meeting notes, drafts follow-up emails, fills compliance forms, and syncs data into Wealthbox, Redtail, Salesforce, and other wealth-tech CRMs. Ranked #1 in G2's AI Assistants for Financial Services category in 2026 and backed by a $45M Series B, Zocks saves advisors 10+ hours per week on administrative work.
Key features
- Ambient meeting intelligence without audio recording — privacy standard for regulated industries
- Auto-generates structured client notes and syncs to Wealthbox, Redtail, and Salesforce with one click
- Drafts follow-up client emails from conversation context in the advisor's voice
- Auto-fills compliance forms (ADV, new account paperwork) from meeting data
- Meeting preparation briefs pulled from CRM history and scheduled agenda
- Natural-language book-of-business queries: surface planning opportunities across all client accounts
💰 Sell it as a service
The offer
Implement Zocks for RIA firms and independent financial advisory practices — configure CRM integrations, build specialty note templates, and train advisor teams to eliminate admin overhead.
What to charge
$1,500–$2,500 setup per practice + $250–$500/mo management retainer. Client saves 10+ hrs/week at an advisor billing $200–$400/hr — the ROI case writes itself. Enterprise firm rollouts bill as project work at $5,000–$15,000.
How it gets delivered
Connect Zocks to the firm's CRM (Wealthbox/Redtail/Salesforce), configure note templates for their meeting types (discovery, review, planning), and run a half-day training session. Ongoing retainer covers template refinement, new-hire onboarding, and monthly check-ins on note quality.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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