Zocks

An AI assistant for financial advisors that captures structured meeting notes without recording conversations, then drafts follow-ups and syncs CRM and planning fields.

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AI features

• AI note-taking for virtual, phone, and in-person meetings without storing recordings
• Meeting prep and follow-up email drafts
• Field-level CRM, financial planning, and portfolio updates
• Configurable consent, audit logs, PII redaction, and archive integrations (e.g. Smarsh, Proofpoint, Global Relay)

Pricing

Essentials $67, Professional $117, and Ultimate $184 per user/month billed annually ($80 / $140 / $220 billed monthly). Admin assistant seats reported at $25/mo on higher tiers. Enterprise is custom.

Best for

Advisor firms that want AI notes and CRM updates without retaining meeting audio.

Watch out for

Zocks states it never records client conversations, does not let LLMs train on customer data, and is SOC 2 Type II certified. Still run vendor diligence and firm consent policies.

Sources

• Zocks pricing
• Zocks homepage
• Zocks on why advisors choose tools that don't record

Last verified 2026-10-16.